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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 | $433,965 | $101,063+329.4% | $81,473+432.7% | $147,586+194.0% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | 10.22% | 32.41%-22.2pp | 38.78%-28.6pp | 578.59%-568.4pp |
| Employer contribution / active EE | $333 | $3,206-89.6% | $2,568-87.0% | $4,876-93.2% |
| Participant deferral / active EE | $333 | $4,242-92.1% | $3,537-90.6% | $5,439-93.9% |
| Admin fee / account holder | $1,424 | $5,812-75.5% | $4,561-68.8% | $10,886-86.9% |