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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 | $303,268 | $102,422+196.1% | $147,117+106.1% | $80,959+274.6% |
| Participation rate | 36.0% | 75.9%-39.9pp | 82.2%-46.2pp | 67.7%-31.7pp |
| Annual return | 14.98% | 135.16%-120.2pp | 420.54%-405.6pp | 35.67%-20.7pp |
| Employer contribution / active EE | $896 | $3,717-75.9% | $4,932-81.8% | $2,757-67.5% |
| Participant deferral / active EE | $2,511 | $6,652-62.2% | $8,065-68.9% | $4,300-41.6% |
| Admin fee / account holder | $1,721 | $7,953-78.4% | $12,993-86.8% | $6,925-75.1% |