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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 | $283,908 | $81,358+249.0% | $155,556+82.5% | $80,959+250.7% |
| Participation rate | 16.1% | 66.3%-50.1pp | 78.2%-62.1pp | 67.7%-51.5pp |
| Annual return | 23.07% | 33.39%-10.3pp | 64.84%-41.8pp | 35.67%-12.6pp |
| Employer contribution / active EE | $440 | $3,106-85.8% | $4,675-90.6% | $2,757-84.0% |
| Participant deferral / active EE | $511 | $3,455-85.2% | $5,631-90.9% | $4,300-88.1% |
| Admin fee / account holder | $2,850 | $7,994-64.3% | $15,885-82.1% | $6,925-58.8% |