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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 | $285,065 | $126,661+125.1% | $113,397+151.4% | $138,895+105.2% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.5%-14.0pp | 79.9%-17.4pp |
| Annual return | 18.08% | 25.05%-7.0pp | 23.20%-5.1pp | 145.39%-127.3pp |
| Employer contribution / active EE | $1,190 | $3,456-65.6% | $2,977-60.0% | $4,194-71.6% |
| Participant deferral / active EE | $1,605 | $5,693-71.8% | $5,076-68.4% | $6,396-74.9% |
| Admin fee / account holder | $9,390 | $14,549-35.5% | $11,957-21.5% | $12,562-25.3% |