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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 | $315,664 | $110,240+186.3% | $96,544+227.0% | $139,487+126.3% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 9.97% | 26.41%-16.4pp | 25.88%-15.9pp | 373.84%-363.9pp |
| Employer contribution / active EE | $19,273 | $3,622+432.0% | $2,966+549.7% | $4,755+305.3% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,337 | $11,602-79.9% | $8,254-71.7% | $11,407-79.5% |