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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 | $260,734 | $154,467+68.8% | $130,270+100.1% | $139,487+86.9% |
| Participation rate | 33.3% | 79.9%-46.6pp | 76.3%-42.9pp | 80.3%-47.0pp |
| Annual return | 24.71% | 30.58%-5.9pp | 38.89%-14.2pp | 373.84%-349.1pp |
| Employer contribution / active EE | $0 | $5,175-100.0% | $4,128-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,600 | $8,497-81.2% | $6,797-76.5% | $6,713-76.2% |
| Admin fee / account holder | $1,572 | $9,222-83.0% | $6,022-73.9% | $11,407-86.2% |