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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 | $276,365 | $57,590+379.9% | $86,233+220.5% | $82,448+235.2% |
| Participation rate | 29.7% | 57.9%-28.2pp | 69.0%-39.3pp | 68.1%-38.4pp |
| Annual return | 23.65% | 22.41%+1.2pp | 61.39%-37.7pp | 41.64%-18.0pp |
| Employer contribution / active EE | $384 | $1,655-76.8% | $2,504-84.7% | $2,551-85.0% |
| Participant deferral / active EE | $490 | $3,080-84.1% | $4,559-89.3% | $4,139-88.2% |
| Admin fee / account holder | $686 | $4,730-85.5% | $8,342-91.8% | $7,234-90.5% |