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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 | $272,993 | $183,627+48.7% | $155,602+75.4% | $145,978+87.0% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 7.22% | 61.32%-54.1pp | 64.81%-57.6pp | 550.52%-543.3pp |
| Employer contribution / active EE | $1,204 | $5,316-77.4% | $4,675-74.2% | $4,662-74.2% |
| Participant deferral / active EE | $1,347 | $6,466-79.2% | $5,629-76.1% | $6,690-79.9% |
| Admin fee / account holder | $11,783 | $19,327-39.0% | $15,923-26.0% | $13,400-12.1% |