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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 | $270,242 | $157,304+71.8% | $141,197+91.4% | $152,909+76.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 20.64% | 64.34%-43.7pp | 71.41%-50.8pp | 345.46%-324.8pp |
| Employer contribution / active EE | $1,793 | $5,263-65.9% | $4,736-62.1% | $4,764-62.4% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $9,370 | $12,126-22.7% | $10,265-8.7% | $11,601-19.2% |