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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 | $469,487 | $116,360+303.5% | $65,566+616.1% | $139,466+236.6% |
| Participation rate | 28.6% | 67.8%-39.2pp | 64.9%-36.4pp | 80.3%-51.8pp |
| Annual return | 19.82% | 31.23%-11.4pp | 47.40%-27.6pp | 373.66%-353.8pp |
| Employer contribution / active EE | $387 | $2,600-85.1% | $1,692-77.2% | $4,754-91.9% |
| Participant deferral / active EE | $387 | $4,242-90.9% | $2,832-86.3% | $6,712-94.2% |
| Admin fee / account holder | $6,010 | $6,701-10.3% | $4,114+46.1% | $11,409-47.3% |