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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 | $293,620 | $126,661+131.8% | $113,397+158.9% | $138,895+111.4% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.5%-9.8pp | 79.9%-13.3pp |
| Annual return | 11.25% | 25.05%-13.8pp | 23.20%-12.0pp | 145.39%-134.1pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,412 | $5,693-75.2% | $5,076-72.2% | $6,396-77.9% |
| Admin fee / account holder | $13,500 | $14,549-7.2% | $11,957+12.9% | $12,562+7.5% |