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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 | $405,043 | $199,109+103.4% | $173,730+133.1% | $154,746+161.7% |
| Participation rate | 55.6% | 82.8%-27.3pp | 79.6%-24.0pp | 80.7%-25.1pp |
| Annual return | 10.00% | 20.02%-10.0pp | 19.96%-10.0pp | 172.34%-162.3pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $352 | $7,113-95.0% | $6,326-94.4% | $6,730-94.8% |
| Admin fee / account holder | $140,200 | $20,916+570.3% | $17,523+700.1% | $14,365+876.0% |