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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 | $115,225+264.7% | $100,712+317.2% | $138,895+202.5% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 19.41% | 40.35%-20.9pp | 33.27%-13.9pp | 145.39%-126.0pp |
| Employer contribution / active EE | $622 | $2,771-77.6% | $2,313-73.1% | $4,194-85.2% |
| Participant deferral / active EE | $868 | $4,699-81.5% | $4,085-78.7% | $6,396-86.4% |
| Admin fee / account holder | $42,781 | $10,844+294.5% | $9,256+362.2% | $12,562+240.6% |