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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 | $324,491 | $76,407+324.7% | $150,298+115.9% | $82,448+293.6% |
| Participation rate | 3.7% | 66.4%-62.7pp | 77.8%-74.1pp | 68.1%-64.4pp |
| Annual return | 48.38% | 39.99%+8.4pp | 62.79%-14.4pp | 41.64%+6.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $420 | $3,214-86.9% | $5,453-92.3% | $4,139-89.9% |
| Admin fee / account holder | $2,076 | $6,352-67.3% | $14,116-85.3% | $7,234-71.3% |