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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 | $385,079 | $108,825+253.9% | $156,181+146.6% | $82,448+367.1% |
| Participation rate | 17.6% | 72.4%-54.7pp | 78.8%-61.2pp | 68.1%-50.4pp |
| Annual return | 21.83% | 20.59%+1.2pp | 64.87%-43.0pp | 41.64%-19.8pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,378 | $4,577-69.9% | $6,132-77.5% | $4,139-66.7% |
| Admin fee / account holder | $13,979 | $9,341+49.7% | $14,586-4.2% | $7,234+93.2% |