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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 | $262,586 | $52,836+397.0% | $105,738+148.3% | $64,181+309.1% |
| Participation rate | 55.6% | 66.5%-11.0pp | 76.3%-20.8pp | 69.6%-14.0pp |
| Annual return | 6.90% | 14.30%-7.4pp | 6.27%+0.6pp | 7.63%-0.7pp |
| Employer contribution / active EE | $509 | $1,827-72.1% | $3,268-84.4% | $2,381-78.6% |
| Participant deferral / active EE | $614 | $2,545-75.9% | $4,080-84.9% | $3,470-82.3% |
| Admin fee / account holder | $20,313 | $3,959+413.1% | $6,913+193.8% | $4,887+315.6% |