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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 | $435,327 | $157,276+176.8% | $141,177+208.4% | $152,885+184.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 16.30% | 64.33%-48.0pp | 71.40%-55.1pp | 345.39%-329.1pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $200 | $7,110-97.2% | $6,710-97.0% | $5,851-96.6% |
| Admin fee / account holder | $3,916 | $12,123-67.7% | $10,263-61.8% | $11,598-66.2% |