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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 | $81,446+345.6% | $103,374+251.1% | $80,874+348.8% |
| Participation rate | 68.9% | 66.9%+2.0pp | 74.5%-5.6pp | 67.6%+1.2pp |
| Annual return | 15.54% | 25.57%-10.0pp | 24.89%-9.3pp | 35.62%-20.1pp |
| Employer contribution / active EE | $15,210 | $3,107+389.5% | $3,869+293.1% | $2,756+452.0% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $18,387 | $6,715+173.8% | $8,394+119.0% | $6,935+165.1% |