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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 | $337,152 | $201,372+67.4% | $184,260+83.0% | $145,884+131.1% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 17.27% | 29.04%-11.8pp | 28.84%-11.6pp | 551.85%-534.6pp |
| Employer contribution / active EE | $18,475 | $7,024+163.0% | $6,427+187.4% | $4,662+296.3% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,102 | $16,362-87.2% | $13,898-84.9% | $13,392-84.3% |