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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 | $258,394 | $93,064+177.7% | $74,577+246.5% | $273,972-5.7% |
| Participation rate | 20.0% | 74.9%-54.9pp | 68.1%-48.1pp | 83.0%-63.0pp |
| Annual return | 4.90% | 26.18%-21.3pp | 20.47%-15.6pp | 41.46%-36.6pp |
| Employer contribution / active EE | $4,469 | $3,160+41.4% | $2,525+77.0% | $4,869-8.2% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $47,643 | $5,273+803.5% | $4,138+1051.3% | $10,133+370.2% |