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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 | $566,800 | $182,442+210.7% | $163,379+246.9% | $138,895+308.1% |
| Participation rate | 33.3% | 79.8%-46.4pp | 76.8%-43.5pp | 79.9%-46.6pp |
| Annual return | 12.70% | 72.74%-60.0pp | 63.41%-50.7pp | 145.39%-132.7pp |
| Employer contribution / active EE | $4,167 | $4,159+0.2% | $3,752+11.0% | $4,194-0.7% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,814 | $10,396-63.3% | $9,818-61.1% | $12,562-69.6% |