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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 | $114,712+235.7% | $173,730+121.7% | $87,485+340.2% |
| Participation rate | 17.6% | 73.0%-55.3pp | 79.6%-61.9pp | 68.9%-51.3pp |
| Annual return | 21.83% | 20.18%+1.6pp | 19.96%+1.9pp | 26.06%-4.2pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,378 | $4,642-70.3% | $6,326-78.2% | $4,274-67.8% |
| Admin fee / account holder | $13,979 | $10,210+36.9% | $17,523-20.2% | $7,775+79.8% |