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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 | $488,482 | $162,812+200.0% | $133,971+264.6% | $158,966+207.3% |
| Participation rate | 31.8% | 83.2%-51.4pp | 79.8%-48.0pp | 82.0%-50.1pp |
| Annual return | 22.86% | 41.94%-19.1pp | 45.09%-22.2pp | 302.95%-280.1pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $502 | $5,910-91.5% | $5,047-90.1% | $5,983-91.6% |
| Admin fee / account holder | $3,255 | $11,741-72.3% | $8,929-63.6% | $11,250-71.1% |