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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 | $316,777 | $110,278+187.3% | $95,740+230.9% | $139,466+127.1% |
| Participation rate | 40.0% | 75.7%-35.7pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 16.62% | 27.19%-10.6pp | 28.41%-11.8pp | 373.66%-357.0pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $370 | $4,674-92.1% | $4,244-91.3% | $6,712-94.5% |
| Admin fee / account holder | $37,515 | $6,613+467.3% | $5,676+560.9% | $11,409+228.8% |