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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 | $438,856 | $107,363+308.8% | $92,909+372.3% | $152,897+187.0% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.5%-39.6pp |
| Annual return | 3.87% | 145.63%-141.8pp | 109.44%-105.6pp | 345.43%-341.6pp |
| Employer contribution / active EE | $975 | $4,222-76.9% | $3,653-73.3% | $4,764-79.5% |
| Participant deferral / active EE | $1,141 | $4,848-76.5% | $4,238-73.1% | $5,851-80.5% |
| Admin fee / account holder | $15,798 | $7,082+123.1% | $5,795+172.6% | $11,599+36.2% |