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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 | $263,602 | $127,387+106.9% | $115,038+129.1% | $125,389+110.2% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | 2.65% | 31.28%-28.6pp | 26.14%-23.5pp | 282.24%-279.6pp |
| Employer contribution / active EE | $1,077 | $5,166-79.2% | $4,608-76.6% | $4,866-77.9% |
| Participant deferral / active EE | $1,817 | $6,423-71.7% | $6,026-69.8% | $5,352-66.0% |
| Admin fee / account holder | $46,749 | $9,516+391.3% | $8,175+471.8% | $9,541+390.0% |