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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 | $299,465 | $160,040+87.1% | $147,096+103.6% | $145,877+105.3% |
| Participation rate | 8.3% | 84.0%-75.7pp | 82.2%-73.8pp | 80.3%-72.0pp |
| Annual return | 6.27% | 98.49%-92.2pp | 419.75%-413.5pp | 551.28%-545.0pp |
| Employer contribution / active EE | $1,289 | $5,289-75.6% | $4,936-73.9% | $4,663-72.4% |
| Participant deferral / active EE | $2,470 | $8,429-70.7% | $8,071-69.4% | $6,691-63.1% |
| Admin fee / account holder | $2,704 | $15,050-82.0% | $13,005-79.2% | $13,402-79.8% |