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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 | $416,440 | $181,062+130.0% | $158,223+163.2% | $155,188+168.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 11.05% | 57.39%-46.3pp | 52.09%-41.0pp | 148.84%-137.8pp |
| Employer contribution / active EE | $948 | $4,565-79.2% | $4,109-76.9% | $4,248-77.7% |
| Participant deferral / active EE | $491 | $6,134-92.0% | $5,467-91.0% | $6,531-92.5% |
| Admin fee / account holder | $4,795 | $18,825-74.5% | $16,047-70.1% | $14,480-66.9% |