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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 | $339,660 | $156,398+117.2% | $147,318+130.6% | $138,895+144.5% |
| Participation rate | 19.0% | 83.8%-64.7pp | 82.1%-63.0pp | 79.9%-60.9pp |
| Annual return | 14.92% | 78.75%-63.8pp | 70.43%-55.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $747 | $8,237-90.9% | $7,906-90.6% | $6,396-88.3% |
| Admin fee / account holder | $3,402 | $14,976-77.3% | $13,708-75.2% | $12,562-72.9% |