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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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $293,346 | $93,598+213.4% | $135,974+115.7% | $75,173+290.2% |
| Participation rate | 62.5% | 75.2%-12.7pp | 81.9%-19.4pp | 67.2%-4.7pp |
| Annual return | 18.29% | 30.89%-12.6pp | 68.30%-50.0pp | 160.72%-142.4pp |
| Employer contribution / active EE | $11,599 | $3,538+227.8% | $4,859+138.7% | $2,671+334.3% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,019 | $6,978+29.3% | $10,767-16.2% | $5,651+59.6% |