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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 | $285,464 | $96,731+195.1% | $123,973+130.3% | $86,983+228.2% |
| Participation rate | 69.2% | 70.0%-0.8pp | 76.7%-7.4pp | 69.5%-0.3pp |
| Annual return | 6.83% | 17.33%-10.5pp | 388.13%-381.3pp | 25.83%-19.0pp |
| Employer contribution / active EE | $1,298 | $3,297-60.6% | $4,126-68.5% | $2,584-49.8% |
| Participant deferral / active EE | $1,386 | $4,152-66.6% | $5,247-73.6% | $4,194-66.9% |
| Admin fee / account holder | $12,439 | $8,722+42.6% | $11,799+5.4% | $7,856+58.3% |