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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 | $287,221 | $99,011+190.1% | $86,582+231.7% | $147,586+94.6% |
| Participation rate | 42.9% | 76.3%-33.5pp | 73.5%-30.7pp | 82.8%-40.0pp |
| Annual return | 6.33% | 1312.75%-1306.4pp | 965.08%-958.8pp | 578.59%-572.3pp |
| Employer contribution / active EE | $535 | $3,132-82.9% | $2,839-81.2% | $4,876-89.0% |
| Participant deferral / active EE | $293 | $3,972-92.6% | $3,609-91.9% | $5,439-94.6% |
| Admin fee / account holder | $155,561 | $5,709+2624.9% | $4,904+3072.0% | $10,886+1329.0% |