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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 | $374,285 | $156,616+139.0% | $133,346+180.7% | $198,609+88.5% |
| Participation rate | 47.4% | 77.7%-30.3pp | 72.8%-25.5pp | 82.4%-35.0pp |
| Annual return | 12.84% | 44.25%-31.4pp | 36.85%-24.0pp | 202.70%-189.9pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,273 | $4,920-74.1% | $4,332-70.6% | $6,977-81.7% |
| Admin fee / account holder | $32,254 | $17,468+84.6% | $14,264+126.1% | $19,030+69.5% |