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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 | $262,173 | $167,483+56.5% | $115,752+126.5% | $147,586+77.6% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 82.8%-49.5pp |
| Annual return | 12.86% | 12.11%+0.8pp | 19.41%-6.5pp | 578.59%-565.7pp |
| Employer contribution / active EE | $867 | $4,960-82.5% | $3,492-75.2% | $4,876-82.2% |
| Participant deferral / active EE | $2,167 | $7,037-69.2% | $5,204-58.4% | $5,439-60.2% |
| Admin fee / account holder | $3,476 | $13,069-73.4% | $6,278-44.6% | $10,886-68.1% |