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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 | $421,870 | $81,487+417.7% | $102,412+311.9% | $80,935+421.2% |
| Participation rate | 15.1% | 66.8%-51.8pp | 74.5%-59.4pp | 67.7%-52.6pp |
| Annual return | 25.65% | 25.60%+0.1pp | 24.94%+0.7pp | 35.66%-10.0pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $679 | $3,871-82.5% | $5,060-86.6% | $4,299-84.2% |
| Admin fee / account holder | $5,443 | $6,717-19.0% | $8,388-35.1% | $6,924-21.4% |