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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 | $251,004 | $64,920+286.6% | $103,693+142.1% | $86,983+188.6% |
| Participation rate | 17.9% | 63.6%-45.7pp | 72.6%-54.8pp | 69.5%-51.7pp |
| Annual return | 30.40% | 30.29%+0.1pp | 47.61%-17.2pp | 25.83%+4.6pp |
| Employer contribution / active EE | $369 | $2,141-82.7% | $2,920-87.4% | $2,584-85.7% |
| Participant deferral / active EE | $639 | $3,241-80.3% | $4,579-86.1% | $4,194-84.8% |
| Admin fee / account holder | $2,600 | $6,191-58.0% | $7,858-66.9% | $7,856-66.9% |