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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 | $348,707 | $99,011+252.2% | $86,582+302.7% | $147,586+136.3% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 8.66% | 1312.75%-1304.1pp | 965.08%-956.4pp | 578.59%-569.9pp |
| Employer contribution / active EE | $857 | $3,132-72.7% | $2,839-69.8% | $4,876-82.4% |
| Participant deferral / active EE | $299 | $3,972-92.5% | $3,609-91.7% | $5,439-94.5% |
| Admin fee / account holder | $3,973 | $5,709-30.4% | $4,904-19.0% | $10,886-63.5% |