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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 | $265,521 | $92,798+186.1% | $96,707+174.6% | $137,256+93.4% |
| Participation rate | 50.0% | 81.6%-31.6pp | 80.4%-30.4pp | 80.0%-30.0pp |
| Annual return | 5.56% | 31.24%-25.7pp | 34.78%-29.2pp | 220.34%-214.8pp |
| Employer contribution / active EE | $7,068 | $4,147+70.4% | $4,191+68.6% | $4,156+70.1% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $5,997-100.0% | $6,407-100.0% |
| Admin fee / account holder | $22,433 | $7,946+182.3% | $7,503+199.0% | $12,270+82.8% |