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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 | $112,729+189.3% | $98,716+230.4% | $137,256+137.6% |
| Participation rate | 28.6% | 74.2%-45.7pp | 69.3%-40.7pp | 80.0%-51.4pp |
| Annual return | 16.09% | 38.48%-22.4pp | 31.81%-15.7pp | 220.34%-204.3pp |
| Employer contribution / active EE | $592 | $2,725-78.3% | $2,279-74.0% | $4,156-85.8% |
| Participant deferral / active EE | $1,114 | $4,640-76.0% | $4,048-72.5% | $6,407-82.6% |
| Admin fee / account holder | $117,472 | $10,129+1059.8% | $8,703+1249.8% | $12,270+857.4% |