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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 | $449,668 | $172,111+161.3% | $150,298+199.2% | $137,256+227.6% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 14.63% | 69.37%-54.7pp | 62.79%-48.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $8,865 | $4,636+91.2% | $4,154+113.4% | $4,156+113.3% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,871 | $16,471-70.4% | $14,116-65.5% | $12,270-60.3% |