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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 | $58,627+355.3% | $76,735+247.9% | $82,448+223.8% |
| Participation rate | 40.0% | 63.2%-23.2pp | 69.5%-29.5pp | 68.1%-28.1pp |
| Annual return | 20.39% | 39.10%-18.7pp | 29.77%-9.4pp | 41.64%-21.2pp |
| Employer contribution / active EE | $432 | $1,729-75.0% | $2,454-82.4% | $2,551-83.1% |
| Participant deferral / active EE | $1,025 | $3,134-67.3% | $4,088-74.9% | $4,139-75.2% |
| Admin fee / account holder | $1,312 | $5,323-75.3% | $7,189-81.7% | $7,234-81.9% |