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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 | $420,175 | $124,980+236.2% | $108,359+287.8% | $154,746+171.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 19.41% | 45.00%-25.6pp | 36.89%-17.5pp | 172.34%-152.9pp |
| Employer contribution / active EE | $622 | $2,851-78.2% | $2,399-74.1% | $4,379-85.8% |
| Participant deferral / active EE | $868 | $4,743-81.7% | $4,137-79.0% | $6,730-87.1% |
| Admin fee / account holder | $42,781 | $11,502+272.0% | $9,741+339.2% | $14,365+197.8% |