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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 | $287,376 | $70,486+307.7% | $100,535+185.8% | $79,856+259.9% |
| Participation rate | 35.5% | 73.6%-38.2pp | 79.4%-43.9pp | 69.6%-34.2pp |
| Annual return | 13.21% | 21.90%-8.7pp | 30.90%-17.7pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,274 | $2,165-41.1% | $3,419-62.7% | $2,471-48.4% |
| Participant deferral / active EE | $1,859 | $5,182-64.1% | $6,271-70.4% | $3,741-50.3% |
| Admin fee / account holder | $44,585 | $4,480+895.2% | $8,085+451.5% | $5,306+740.2% |