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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 | $404,776 | $157,304+157.3% | $141,197+186.7% | $152,909+164.7% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 16.07% | 64.34%-48.3pp | 71.41%-55.3pp | 345.46%-329.4pp |
| Employer contribution / active EE | $3,546 | $5,263-32.6% | $4,736-25.1% | $4,764-25.6% |
| Participant deferral / active EE | $1,518 | $7,111-78.7% | $6,710-77.4% | $5,851-74.1% |
| Admin fee / account holder | $7,407 | $12,126-38.9% | $10,265-27.8% | $11,601-36.1% |