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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 | $339,243 | $199,109+70.4% | $173,730+95.3% | $154,746+119.2% |
| Participation rate | 29.4% | 82.8%-53.4pp | 79.6%-50.2pp | 80.7%-51.3pp |
| Annual return | 13.05% | 20.02%-7.0pp | 19.96%-6.9pp | 172.34%-159.3pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,162 | $7,113-83.7% | $6,326-81.6% | $6,730-82.7% |
| Admin fee / account holder | $63,609 | $20,916+204.1% | $17,523+263.0% | $14,365+342.8% |