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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 | $307,517 | $76,834+300.2% | $108,359+183.8% | $87,485+251.5% |
| Participation rate | 41.2% | 61.7%-20.6pp | 70.1%-28.9pp | 68.9%-27.8pp |
| Annual return | 16.66% | 19.09%-2.4pp | 36.89%-20.2pp | 26.06%-9.4pp |
| Employer contribution / active EE | $654 | $1,556-58.0% | $2,399-72.8% | $2,596-74.8% |
| Participant deferral / active EE | $1,228 | $3,100-60.4% | $4,137-70.3% | $4,274-71.3% |
| Admin fee / account holder | $3,094 | $6,537-52.7% | $9,741-68.2% | $7,775-60.2% |