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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 | $358,245 | $147,556+142.8% | $129,031+177.6% | $198,609+80.4% |
| Participation rate | 40.0% | 77.2%-37.2pp | 73.4%-33.4pp | 82.4%-42.4pp |
| Annual return | 11.04% | 37.41%-26.4pp | 34.67%-23.6pp | 202.70%-191.7pp |
| Employer contribution / active EE | $1,211 | $3,645-66.8% | $3,226-62.5% | $5,055-76.0% |
| Participant deferral / active EE | $1,573 | $5,760-72.7% | $5,217-69.8% | $6,977-77.5% |
| Admin fee / account holder | $5,164 | $15,467-66.6% | $13,208-60.9% | $19,030-72.9% |