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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 | $286,285 | $134,817+112.4% | $123,973+130.9% | $155,188+84.5% |
| Participation rate | 22.7% | 79.4%-56.7pp | 76.7%-53.9pp | 80.8%-58.1pp |
| Annual return | 8.76% | 515.49%-506.7pp | 388.13%-379.4pp | 148.84%-140.1pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $608 | $5,706-89.3% | $5,247-88.4% | $6,531-90.7% |
| Admin fee / account holder | $5,499 | $13,245-58.5% | $11,799-53.4% | $14,480-62.0% |