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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 | $255,906 | $124,314+105.9% | $109,163+134.4% | $167,518+52.8% |
| Participation rate | 45.8% | 79.4%-33.6pp | 75.9%-30.0pp | 82.1%-36.3pp |
| Annual return | 23.22% | 26.04%-2.8pp | 25.75%-2.5pp | 478.71%-455.5pp |
| Employer contribution / active EE | $795 | $4,209-81.1% | $3,723-78.6% | $4,838-83.6% |
| Participant deferral / active EE | $1,065 | $5,256-79.7% | $4,654-77.1% | $6,342-83.2% |
| Admin fee / account holder | $10,136 | $7,973+27.1% | $6,754+50.1% | $12,312-17.7% |