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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 | $334,175 | $196,972+69.7% | $182,262+83.3% | $198,609+68.3% |
| Participation rate | 23.5% | 85.7%-62.2pp | 84.2%-60.7pp | 82.4%-58.8pp |
| Annual return | 12.00% | 158.27%-146.3pp | 140.60%-128.6pp | 202.70%-190.7pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,067 | $8,643-87.7% | $8,276-87.1% | $6,977-84.7% |
| Admin fee / account holder | $99,305 | $18,429+438.9% | $16,712+494.2% | $19,030+421.8% |