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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 | $279,588 | $117,433+138.1% | $99,475+181.1% | $152,897+82.9% |
| Participation rate | 46.2% | 77.5%-31.4pp | 73.8%-27.7pp | 82.5%-36.3pp |
| Annual return | 16.04% | 31.87%-15.8pp | 30.72%-14.7pp | 345.43%-329.4pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $555 | $4,086-86.4% | $3,619-84.7% | $5,851-90.5% |
| Admin fee / account holder | $2,611 | $7,634-65.8% | $6,252-58.2% | $11,599-77.5% |