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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 | $362,950 | $81,476+345.5% | $102,383+254.5% | $80,925+348.5% |
| Participation rate | 68.9% | 66.8%+2.0pp | 74.5%-5.6pp | 67.7%+1.2pp |
| Annual return | 15.54% | 25.59%-10.0pp | 24.94%-9.4pp | 35.65%-20.1pp |
| Employer contribution / active EE | $15,210 | $3,105+389.9% | $3,870+293.0% | $2,756+451.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $18,387 | $6,717+173.7% | $8,391+119.1% | $6,940+164.9% |