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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 | $280,123 | $97,550+187.2% | $120,344+132.8% | $87,485+220.2% |
| Participation rate | 45.5% | 72.8%-27.4pp | 76.7%-31.3pp | 68.9%-23.5pp |
| Annual return | 15.15% | 18.41%-3.3pp | 20.30%-5.1pp | 26.06%-10.9pp |
| Employer contribution / active EE | $1,222 | $2,291-46.7% | $3,020-59.5% | $2,596-52.9% |
| Participant deferral / active EE | $1,776 | $4,230-58.0% | $5,135-65.4% | $4,274-58.4% |
| Admin fee / account holder | $4,989 | $9,543-47.7% | $12,742-60.8% | $7,775-35.8% |