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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 | $254,302 | $110,410+130.3% | $102,437+148.3% | $145,897+74.3% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 9.09% | 24.85%-15.8pp | 24.95%-15.9pp | 552.29%-543.2pp |
| Employer contribution / active EE | $7,137 | $4,217+69.2% | $3,871+84.4% | $4,663+53.1% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8,491 | $9,745-12.9% | $8,388+1.2% | $13,390-36.6% |