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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 | $281,144 | $101,795+176.2% | $165,100+70.3% | $80,959+247.3% |
| Participation rate | 25.8% | 71.8%-46.0pp | 78.6%-52.8pp | 67.7%-41.9pp |
| Annual return | 19.01% | 16.73%+2.3pp | 70.21%-51.2pp | 35.67%-16.7pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,552 | $4,476-65.3% | $6,035-74.3% | $4,300-63.9% |
| Admin fee / account holder | $696 | $8,221-91.5% | $12,696-94.5% | $6,925-89.9% |