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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 | $183,516+48.8% | $155,534+75.5% | $145,884+87.1% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 7.22% | 61.43%-54.2pp | 64.92%-57.7pp | 551.85%-544.6pp |
| Employer contribution / active EE | $1,204 | $5,315-77.3% | $4,675-74.2% | $4,662-74.2% |
| Participant deferral / active EE | $1,347 | $6,467-79.2% | $5,630-76.1% | $6,690-79.9% |
| Admin fee / account holder | $11,783 | $19,293-38.9% | $15,900-25.9% | $13,392-12.0% |