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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 | $213,785+89.5% | $185,441+118.4% | $155,188+161.0% |
| Participation rate | 55.6% | 83.2%-27.7pp | 80.3%-24.7pp | 80.8%-25.2pp |
| Annual return | 10.00% | 19.97%-10.0pp | 20.16%-10.2pp | 148.84%-138.8pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $352 | $6,864-94.9% | $6,152-94.3% | $6,531-94.6% |
| Admin fee / account holder | $140,200 | $21,134+563.4% | $17,890+683.7% | $14,480+868.2% |