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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 | $326,806 | $69,252+371.9% | $64,099+409.8% | $139,456+134.3% |
| Participation rate | 63.6% | 75.6%-12.0pp | 72.3%-8.7pp | 80.3%-16.7pp |
| Annual return | 21.14% | 45.89%-24.8pp | 33.70%-12.6pp | 373.45%-352.3pp |
| Employer contribution / active EE | $1,256 | $3,184-60.6% | $2,748-54.3% | $4,753-73.6% |
| Participant deferral / active EE | $100 | $4,683-97.9% | $3,881-97.4% | $6,711-98.5% |
| Admin fee / account holder | $8,619 | $4,248+102.9% | $3,070+180.7% | $11,407-24.4% |