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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 | $713,297 | $215,361+231.2% | $171,082+316.9% | $273,972+160.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | 3.84% | 25.14%-21.3pp | 32.56%-28.7pp | 41.46%-37.6pp |
| Employer contribution / active EE | $11,588 | $4,967+133.3% | $4,002+189.6% | $4,869+138.0% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,617 | $10,846-66.7% | $8,520-57.5% | $10,133-64.3% |