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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 | $326,180 | $115,225+183.1% | $100,712+223.9% | $138,895+134.8% |
| Participation rate | 28.6% | 74.3%-45.8pp | 69.3%-40.7pp | 79.9%-51.3pp |
| Annual return | 16.09% | 40.35%-24.3pp | 33.27%-17.2pp | 145.39%-129.3pp |
| Employer contribution / active EE | $592 | $2,771-78.6% | $2,313-74.4% | $4,194-85.9% |
| Participant deferral / active EE | $1,114 | $4,699-76.3% | $4,085-72.7% | $6,396-82.6% |
| Admin fee / account holder | $117,472 | $10,844+983.3% | $9,256+1169.1% | $12,562+835.1% |