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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 | $389,862 | $181,896+114.3% | $156,551+149.0% | $273,972+42.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 4.38% | 30.74%-26.4pp | 32.23%-27.8pp | 41.46%-37.1pp |
| Employer contribution / active EE | $13,396 | $6,248+114.4% | $5,501+143.5% | $4,869+175.1% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,130 | $15,560-79.9% | $13,028-76.0% | $10,133-69.1% |