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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 | $362,969 | $95,404+280.5% | $113,397+220.1% | $82,637+339.2% |
| Participation rate | 18.2% | 72.8%-54.6pp | 76.5%-58.3pp | 68.1%-49.9pp |
| Annual return | 17.18% | 19.08%-1.9pp | 23.20%-6.0pp | 53.51%-36.3pp |
| Employer contribution / active EE | $1,837 | $2,307-20.3% | $2,977-38.3% | $2,552-28.0% |
| Participant deferral / active EE | $1,517 | $4,220-64.0% | $5,076-70.1% | $4,126-63.2% |
| Admin fee / account holder | $56,444 | $9,168+515.7% | $11,957+372.1% | $7,339+669.1% |