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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 | $362,639 | $117,895+207.6% | $102,460+253.9% | $145,897+148.6% |
| Participation rate | 68.2% | 78.6%-10.5pp | 76.5%-8.3pp | 80.3%-12.1pp |
| Annual return | 9.95% | 31.92%-22.0pp | 29.47%-19.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,759 | $5,736-69.3% | $5,056-65.2% | $6,689-73.7% |
| Admin fee / account holder | $14,030 | $13,353+5.1% | $9,460+48.3% | $13,390+4.8% |