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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 | $805,121 | $215,361+273.8% | $171,082+370.6% | $273,972+193.9% |
| Participation rate | 66.7% | 82.0%-15.4pp | 76.7%-10.0pp | 83.0%-16.3pp |
| Annual return | 6.71% | 25.14%-18.4pp | 32.56%-25.8pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,667 | $4,967-66.4% | $4,002-58.4% | $4,869-65.8% |
| Participant deferral / active EE | $7 | $5,543-99.9% | $4,797-99.9% | $5,287-99.9% |
| Admin fee / account holder | $5,456 | $10,846-49.7% | $8,520-36.0% | $10,133-46.2% |