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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 | $274,014 | $99,345+175.8% | $84,753+223.3% | $273,9720% |
| Participation rate | 55.6% | 80.7%-25.1pp | 76.6%-21.0pp | 83.0%-27.5pp |
| Annual return | 3.94% | 22.93%-19.0pp | 22.78%-18.8pp | 41.46%-37.5pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $154 | $4,270-96.4% | $3,712-95.9% | $5,287-97.1% |
| Admin fee / account holder | $1,488 | $6,645-77.6% | $5,333-72.1% | $10,133-85.3% |