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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 | $267,272 | $155,555+71.8% | $146,866+82.0% | $155,188+72.2% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.5%-82.5pp | 80.8%-80.8pp |
| Annual return | 14.75% | 115.41%-100.7pp | 102.85%-88.1pp | 148.84%-134.1pp |
| Employer contribution / active EE | $1,484 | $4,647-68.1% | $4,425-66.5% | $4,248-65.1% |
| Participant deferral / active EE | $592 | $8,044-92.6% | $7,759-92.4% | $6,531-90.9% |
| Admin fee / account holder | $4,891 | $14,755-66.9% | $13,620-64.1% | $14,480-66.2% |