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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 | $154,228+120.2% | $145,433+133.6% | $137,256+147.5% |
| Participation rate | 19.0% | 83.8%-64.7pp | 82.1%-63.1pp | 80.0%-60.9pp |
| Annual return | 14.92% | 74.59%-59.7pp | 66.58%-51.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $747 | $8,216-90.9% | $7,897-90.5% | $6,407-88.3% |
| Admin fee / account holder | $3,402 | $14,344-76.3% | $13,129-74.1% | $12,270-72.3% |