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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $277,503 | $110,379+151.4% | $102,412+171.0% | $145,884+90.2% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 6.88% | 24.84%-18.0pp | 24.94%-18.1pp | 551.85%-545.0pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,080 | $5,622-45.2% | $5,060-39.1% | $6,690-54.0% |
| Admin fee / account holder | $15,935 | $9,745+63.5% | $8,388+90.0% | $13,392+19.0% |