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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 | $289,028 | $117,904+145.1% | $102,457+182.1% | $145,978+98.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 0.82% | 31.80%-31.0pp | 29.41%-28.6pp | 550.52%-549.7pp |
| Employer contribution / active EE | $961 | $3,613-73.4% | $3,022-68.2% | $4,662-79.4% |
| Participant deferral / active EE | $1,568 | $5,733-72.7% | $5,054-69.0% | $6,690-76.6% |
| Admin fee / account holder | $7,881 | $13,329-40.9% | $9,451-16.6% | $13,400-41.2% |