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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 | $273,936 | $105,284+160.2% | $150,734+81.7% | $94,015+191.4% |
| Participation rate | 68.0% | 71.7%-3.7pp | 78.4%-10.4pp | 70.8%-2.8pp |
| Annual return | 8.83% | 15.67%-6.8pp | 600.81%-592.0pp | 17.84%-9.0pp |
| Employer contribution / active EE | $10,813 | $3,599+200.5% | $4,918+119.8% | $2,790+287.5% |
| Participant deferral / active EE | $1,489 | $4,274-65.2% | $5,610-73.5% | $4,249-65.0% |
| Admin fee / account holder | $2,464 | $9,839-75.0% | $14,905-83.5% | $8,951-72.5% |