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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 | $343,215 | $142,354+141.1% | $125,529+173.4% | $155,188+121.2% |
| Participation rate | 27.3% | 78.1%-50.8pp | 74.7%-47.5pp | 80.8%-53.5pp |
| Annual return | 9.53% | 306.06%-296.5pp | 202.56%-193.0pp | 148.84%-139.3pp |
| Employer contribution / active EE | $955 | $3,501-72.7% | $3,058-68.8% | $4,248-77.5% |
| Participant deferral / active EE | $1,333 | $5,491-75.7% | $4,813-72.3% | $6,531-79.6% |
| Admin fee / account holder | $147,889 | $19,392+662.6% | $16,298+807.4% | $14,480+921.4% |