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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 | $342,701 | $282,059+21.5% | $213,469+60.5% | $154,746+121.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 11.00% | 20.90%-9.9pp | 20.58%-9.6pp | 172.34%-161.3pp |
| Employer contribution / active EE | $1,614 | $6,189-73.9% | $4,994-67.7% | $4,379-63.1% |
| Participant deferral / active EE | $2,488 | $8,186-69.6% | $6,841-63.6% | $6,730-63.0% |
| Admin fee / account holder | $2,107 | $37,435-94.4% | $27,141-92.2% | $14,365-85.3% |