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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 | $286,285 | $114,119+150.9% | $107,187+167.1% | $138,895+106.1% |
| Participation rate | 22.7% | 78.1%-55.3pp | 75.0%-52.3pp | 79.9%-57.2pp |
| Annual return | 8.76% | 273.21%-264.4pp | 204.55%-195.8pp | 145.39%-136.6pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $608 | $5,538-89.0% | $5,096-88.1% | $6,396-90.5% |
| Admin fee / account holder | $5,499 | $10,024-45.1% | $9,162-40.0% | $12,562-56.2% |