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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 | $431,433 | $99,345+334.3% | $84,753+409.0% | $273,972+57.5% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 7.63% | 22.93%-15.3pp | 22.78%-15.2pp | 41.46%-33.8pp |
| Employer contribution / active EE | $5,931 | $4,214+40.7% | $3,574+65.9% | $4,869+21.8% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $83,448 | $6,645+1155.7% | $5,333+1464.7% | $10,133+723.6% |