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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 | $251,866 | $103,393+143.6% | $87,103+189.2% | $152,909+64.7% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 16.38% | 28.10%-11.7pp | 28.19%-11.8pp | 345.46%-329.1pp |
| Employer contribution / active EE | $1,361 | $3,221-57.7% | $2,521-46.0% | $4,764-71.4% |
| Participant deferral / active EE | $1,361 | $4,778-71.5% | $4,049-66.4% | $5,851-76.7% |
| Admin fee / account holder | $2,334 | $12,195-80.9% | $7,491-68.8% | $11,601-79.9% |