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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 | $58,848+369.6% | $88,179+213.4% | $82,637+234.4% |
| Participation rate | 29.7% | 57.9%-28.2pp | 69.1%-39.5pp | 68.1%-38.4pp |
| Annual return | 23.65% | 22.76%+0.9pp | 64.97%-41.3pp | 53.51%-29.9pp |
| Employer contribution / active EE | $384 | $1,678-77.2% | $2,549-85.0% | $2,552-85.0% |
| Participant deferral / active EE | $490 | $3,124-84.3% | $4,614-89.4% | $4,126-88.1% |
| Admin fee / account holder | $686 | $4,795-85.7% | $7,673-91.1% | $7,339-90.7% |