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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 | $259,586 | $101,950+154.6% | $125,529+106.8% | $86,983+198.4% |
| Participation rate | 37.8% | 70.2%-32.3pp | 74.7%-36.9pp | 69.5%-31.7pp |
| Annual return | 17.34% | 18.29%-1.0pp | 202.56%-185.2pp | 25.83%-8.5pp |
| Employer contribution / active EE | $629 | $2,358-73.3% | $3,058-79.4% | $2,584-75.7% |
| Participant deferral / active EE | $1,199 | $3,862-68.9% | $4,813-75.1% | $4,194-71.4% |
| Admin fee / account holder | $67,020 | $12,791+424.0% | $16,298+311.2% | $7,856+753.1% |