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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 | $394,490 | $167,504+135.5% | $151,628+160.2% | $134,509+193.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -21.53% | 7.81%-29.3pp | 3.34%-24.9pp | 418.13%-439.7pp |
| Employer contribution / active EE | $25,000 | $6,828+266.1% | $6,165+305.5% | $4,741+427.4% |
| Participant deferral / active EE | $2,425 | $8,985-73.0% | $8,363-71.0% | $6,400-62.1% |
| Admin fee / account holder | $13,935 | $13,779+1.1% | $11,613+20.0% | $11,427+22.0% |