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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 | $327,337 | $167,504+95.4% | $151,628+115.9% | $134,509+143.4% |
| Participation rate | 33.3% | 88.4%-55.0pp | 87.5%-54.2pp | 81.2%-47.9pp |
| Annual return | -17.46% | 7.81%-25.3pp | 3.34%-20.8pp | 418.13%-435.6pp |
| Employer contribution / active EE | $1,800 | $6,828-73.6% | $6,165-70.8% | $4,741-62.0% |
| Participant deferral / active EE | $1,600 | $8,985-82.2% | $8,363-80.9% | $6,400-75.0% |
| Admin fee / account holder | $3,942 | $13,779-71.4% | $11,613-66.1% | $11,427-65.5% |