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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 | $320,432 | $199,109+60.9% | $173,730+84.4% | $154,746+107.1% |
| Participation rate | 16.7% | 82.8%-66.1pp | 79.6%-62.9pp | 80.7%-64.0pp |
| Annual return | 9.05% | 20.02%-11.0pp | 19.96%-10.9pp | 172.34%-163.3pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,214 | $7,113-82.9% | $6,326-80.8% | $6,730-82.0% |
| Admin fee / account holder | $153,185 | $20,916+632.4% | $17,523+774.2% | $14,365+966.4% |