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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 | $266,950 | $69,444+284.4% | $92,985+187.1% | $87,485+205.1% |
| Participation rate | 40.0% | 63.3%-23.3pp | 69.5%-29.5pp | 68.9%-28.9pp |
| Annual return | 20.39% | 23.85%-3.5pp | 27.99%-7.6pp | 26.06%-5.7pp |
| Employer contribution / active EE | $432 | $1,917-77.5% | $2,662-83.8% | $2,596-83.4% |
| Participant deferral / active EE | $1,025 | $3,364-69.5% | $4,377-76.6% | $4,274-76.0% |
| Admin fee / account holder | $1,312 | $6,137-78.6% | $9,463-86.1% | $7,775-83.1% |