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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 | $440,149 | $167,522+162.7% | $151,639+190.3% | $134,532+227.2% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -9.40% | 7.81%-17.2pp | 3.34%-12.7pp | 418.27%-427.7pp |
| Employer contribution / active EE | $1,533 | $6,828-77.5% | $6,165-75.1% | $4,741-67.7% |
| Participant deferral / active EE | $2,299 | $8,986-74.4% | $8,363-72.5% | $6,401-64.1% |
| Admin fee / account holder | $4,281 | $13,780-68.9% | $11,613-63.1% | $11,429-62.5% |