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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 | $81,276+249.3% | $155,574+82.5% | $80,925+250.8% |
| Participation rate | 16.1% | 66.2%-50.1pp | 78.2%-62.1pp | 67.7%-51.5pp |
| Annual return | 23.07% | 33.36%-10.3pp | 64.87%-41.8pp | 35.65%-12.6pp |
| Employer contribution / active EE | $440 | $3,103-85.8% | $4,676-90.6% | $2,756-84.0% |
| Participant deferral / active EE | $511 | $3,453-85.2% | $5,629-90.9% | $4,299-88.1% |
| Admin fee / account holder | $2,850 | $7,993-64.3% | $15,914-82.1% | $6,940-58.9% |