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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 | $268,159 | $106,749+151.2% | $145,433+84.4% | $82,448+225.2% |
| Participation rate | 29.4% | 75.6%-46.2pp | 82.1%-52.7pp | 68.1%-38.7pp |
| Annual return | 18.63% | 27.59%-9.0pp | 66.58%-48.0pp | 41.64%-23.0pp |
| Employer contribution / active EE | $911 | $3,444-73.6% | $4,554-80.0% | $2,551-64.3% |
| Participant deferral / active EE | $2,100 | $6,519-67.8% | $7,897-73.4% | $4,139-49.3% |
| Admin fee / account holder | $659 | $8,390-92.1% | $13,129-95.0% | $7,234-90.9% |