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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 | $319,721 | $76,564+317.6% | $105,582+202.8% | $94,015+240.1% |
| Participation rate | 20.7% | 65.2%-44.5pp | 71.8%-51.1pp | 70.8%-50.1pp |
| Annual return | 16.00% | 20.69%-4.7pp | 18.61%-2.6pp | 17.84%-1.8pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,984-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $278 | $3,320-91.6% | $4,353-93.6% | $4,249-93.5% |
| Admin fee / account holder | $1,810 | $7,129-74.6% | $12,856-85.9% | $8,951-79.8% |