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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 | $124,213+113.8% | $118,106+124.8% | $154,746+71.6% |
| Participation rate | 50.0% | 83.6%-33.6pp | 81.9%-31.9pp | 80.7%-30.7pp |
| Annual return | 5.56% | 18.29%-12.7pp | 19.44%-13.9pp | 172.34%-166.8pp |
| Employer contribution / active EE | $7,068 | $4,905+44.1% | $4,698+50.4% | $4,379+61.4% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $6,619-100.0% | $6,730-100.0% |
| Admin fee / account holder | $22,433 | $9,627+133.0% | $8,973+150.0% | $14,365+56.2% |