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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 | $319,743 | $43,075+642.3% | $74,577+328.7% | $62,881+408.5% |
| Participation rate | 13.2% | 58.1%-44.9pp | 68.1%-55.0pp | 69.3%-56.1pp |
| Annual return | 6.34% | 17.50%-11.2pp | 20.47%-14.1pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $348 | $2,389-85.4% | $3,458-89.9% | $3,203-89.1% |
| Admin fee / account holder | $653 | $2,840-77.0% | $4,138-84.2% | $4,296-84.8% |