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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 | $251,192 | $100,139+150.8% | $85,187+194.9% | $145,884+72.2% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 14.76% | 84.15%-69.4pp | 66.67%-51.9pp | 551.85%-537.1pp |
| Employer contribution / active EE | $1,146 | $3,238-64.6% | $2,732-58.1% | $4,662-75.4% |
| Participant deferral / active EE | $0 | $5,296-100.0% | $4,525-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,578 | $7,262-50.7% | $6,162-41.9% | $13,392-73.3% |