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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 | $279,822 | $58,057+382.0% | $97,032+188.4% | $86,983+221.7% |
| Participation rate | 9.4% | 60.4%-51.0pp | 71.6%-62.2pp | 69.5%-60.2pp |
| Annual return | 14.76% | 22.26%-7.5pp | 35.38%-20.6pp | 25.83%-11.1pp |
| Employer contribution / active EE | $244 | $1,663-85.3% | $2,629-90.7% | $2,584-90.6% |
| Participant deferral / active EE | $610 | $3,244-81.2% | $4,672-87.0% | $4,194-85.5% |
| Admin fee / account holder | $3,906 | $4,839-19.3% | $9,418-58.5% | $7,856-50.3% |