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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $311,588 | $81,487+282.4% | $102,412+204.2% | $80,935+285.0% |
| Participation rate | 68.5% | 66.8%+1.7pp | 74.5%-6.0pp | 67.7%+0.9pp |
| Annual return | 8.59% | 25.60%-17.0pp | 24.94%-16.3pp | 35.66%-27.1pp |
| Employer contribution / active EE | $24,681 | $3,103+695.4% | $3,870+537.8% | $2,757+795.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $89,332 | $6,717+1229.9% | $8,388+965.0% | $6,924+1190.1% |