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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 | $352,793 | $167,353+110.8% | $143,797+145.3% | $134,545+162.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | 5.37% | 0.48%+4.9pp | -0.04%+5.4pp | 418.37%-413.0pp |
| Employer contribution / active EE | $9,766 | $5,620+73.8% | $4,952+97.2% | $4,742+106.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,600 | $18,096-85.6% | $14,679-82.3% | $11,431-77.3% |