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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 | $393,031 | $77,638+406.2% | $156,551+151.1% | $62,881+525.0% |
| Participation rate | 25.8% | 71.2%-45.4pp | 84.0%-58.2pp | 69.3%-43.5pp |
| Annual return | 5.17% | 50.33%-45.2pp | 32.23%-27.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $6,463 | $3,444+87.7% | $5,501+17.5% | $2,281+183.4% |
| Participant deferral / active EE | $795 | $3,046-73.9% | $4,871-83.7% | $3,203-75.2% |
| Admin fee / account holder | $8,572 | $5,561+54.1% | $13,028-34.2% | $4,296+99.5% |