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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 | $264,915 | $98,766+168.2% | $149,730+76.9% | $79,852+231.8% |
| Participation rate | 39.4% | 75.8%-36.4pp | 82.5%-43.1pp | 69.6%-30.2pp |
| Annual return | 21.49% | 27.43%-5.9pp | 276.70%-255.2pp | 31.72%-10.2pp |
| Employer contribution / active EE | $1,186 | $3,217-63.1% | $4,645-74.5% | $2,471-52.0% |
| Participant deferral / active EE | $1,334 | $5,681-76.5% | $6,843-80.5% | $3,740-64.3% |
| Admin fee / account holder | $1,853 | $6,052-69.4% | $9,310-80.1% | $5,306-65.1% |