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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 | $396,896 | $154,193+157.4% | $130,045+205.2% | $139,466+184.6% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.5%-21.4pp | 80.3%-23.2pp |
| Annual return | 11.53% | 32.51%-21.0pp | -137.30%+148.8pp | 373.66%-362.1pp |
| Employer contribution / active EE | $1,468 | $5,292-72.3% | $4,321-66.0% | $4,754-69.1% |
| Participant deferral / active EE | $1,745 | $6,709-74.0% | $5,820-70.0% | $6,712-74.0% |
| Admin fee / account holder | $22,978 | $13,989+64.3% | $10,600+116.8% | $11,409+101.4% |