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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 | $395,808 | $162,821+143.1% | $133,978+195.4% | $158,982+149.0% |
| Participation rate | 45.5% | 83.2%-37.8pp | 79.8%-34.4pp | 82.0%-36.5pp |
| Annual return | 11.64% | 41.95%-30.3pp | 45.10%-33.5pp | 302.99%-291.3pp |
| Employer contribution / active EE | $1,030 | $4,976-79.3% | $3,919-73.7% | $4,763-78.4% |
| Participant deferral / active EE | $1,657 | $5,910-72.0% | $5,047-67.2% | $5,983-72.3% |
| Admin fee / account holder | $61,040 | $11,742+419.8% | $8,930+583.5% | $11,252+442.5% |