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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 | $283,008 | $72,486+290.4% | $87,103+224.9% | $72,976+287.8% |
| Participation rate | 54.8% | 72.8%-18.0pp | 76.9%-22.0pp | 69.5%-14.7pp |
| Annual return | 22.40% | 24.46%-2.1pp | 28.19%-5.8pp | 81.02%-58.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,217 | $3,270-62.8% | $4,049-69.9% | $3,608-66.3% |
| Admin fee / account holder | $20,161 | $5,055+298.9% | $7,491+169.1% | $5,124+293.5% |