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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 | $468,665 | $104,924+346.7% | $84,623+453.8% | $152,885+206.5% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.5%-49.1pp |
| Annual return | 9.43% | 373.82%-364.4pp | 258.77%-249.3pp | 345.39%-336.0pp |
| Employer contribution / active EE | $392 | $3,302-88.1% | $2,652-85.2% | $4,763-91.8% |
| Participant deferral / active EE | $432 | $4,689-90.8% | $3,899-88.9% | $5,851-92.6% |
| Admin fee / account holder | $8,320 | $6,242+33.3% | $4,913+69.3% | $11,598-28.3% |