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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 | $251,004+36.5% | $191,597+78.9% | $138,895+146.7% |
| Participation rate | 50.0% | 82.4%-32.4pp | 76.9%-26.9pp | 79.9%-29.9pp |
| Annual return | 11.00% | 31.05%-20.1pp | 27.07%-16.1pp | 145.39%-134.4pp |
| Employer contribution / active EE | $1,614 | $6,226-74.1% | $5,025-67.9% | $4,194-61.5% |
| Participant deferral / active EE | $2,488 | $8,154-69.5% | $6,850-63.7% | $6,396-61.1% |
| Admin fee / account holder | $2,107 | $31,471-93.3% | $22,799-90.8% | $12,562-83.2% |