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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 | $609,850 | $93,617+551.4% | $135,982+348.5% | $75,177+711.2% |
| Participation rate | 17.9% | 75.2%-57.3pp | 81.9%-64.1pp | 67.2%-49.3pp |
| Annual return | 25.36% | 30.89%-5.5pp | 68.32%-43.0pp | 160.75%-135.4pp |
| Employer contribution / active EE | $1,166 | $3,538-67.1% | $4,859-76.0% | $2,671-56.4% |
| Participant deferral / active EE | $2,502 | $6,406-60.9% | $7,760-67.8% | $4,126-39.4% |
| Admin fee / account holder | $487 | $6,980-93.0% | $10,767-95.5% | $5,651-91.4% |