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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 | $343,706 | $157,296+118.5% | $141,191+143.4% | $152,897+124.8% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.5%-39.6pp |
| Annual return | 15.46% | 64.34%-48.9pp | 71.41%-56.0pp | 345.43%-330.0pp |
| Employer contribution / active EE | $1,209 | $5,262-77.0% | $4,736-74.5% | $4,764-74.6% |
| Participant deferral / active EE | $1,700 | $7,111-76.1% | $6,710-74.7% | $5,851-70.9% |
| Admin fee / account holder | $165,734 | $12,125+1266.9% | $10,264+1514.7% | $11,599+1328.8% |