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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 | $155,555+118.4% | $146,866+131.3% | $155,188+118.9% |
| Participation rate | 19.0% | 84.0%-64.9pp | 82.5%-63.5pp | 80.8%-61.8pp |
| Annual return | 14.92% | 115.41%-100.5pp | 102.85%-87.9pp | 148.84%-133.9pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $747 | $8,044-90.7% | $7,759-90.4% | $6,531-88.6% |
| Admin fee / account holder | $3,402 | $14,755-76.9% | $13,620-75.0% | $14,480-76.5% |