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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 | $292,332 | $138,312+111.4% | $122,979+137.7% | $155,188+88.4% |
| Participation rate | 66.7% | 80.2%-13.5pp | 77.2%-10.5pp | 80.8%-14.1pp |
| Annual return | 10.24% | 22.06%-11.8pp | 20.12%-9.9pp | 148.84%-138.6pp |
| Employer contribution / active EE | $5,717 | $3,530+61.9% | $3,062+86.7% | $4,248+34.6% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $5,205 | $15,089-65.5% | $12,864-59.5% | $14,480-64.1% |