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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 | $138,312+112.3% | $122,979+138.8% | $155,188+89.2% |
| Participation rate | 66.7% | 80.2%-13.5pp | 77.2%-10.5pp | 80.8%-14.1pp |
| Annual return | 11.25% | 22.06%-10.8pp | 20.12%-8.9pp | 148.84%-137.6pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,412 | $5,592-74.8% | $5,003-71.8% | $6,531-78.4% |
| Admin fee / account holder | $13,500 | $15,089-10.5% | $12,864+4.9% | $14,480-6.8% |