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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 | $260,184 | $116,203+123.9% | $93,621+177.9% | $152,897+70.2% |
| Participation rate | 47.6% | 78.1%-30.4pp | 75.8%-28.2pp | 82.5%-34.8pp |
| Annual return | 21.49% | 35.96%-14.5pp | 32.76%-11.3pp | 345.43%-323.9pp |
| Employer contribution / active EE | $854 | $3,219-73.5% | $2,719-68.6% | $4,764-82.1% |
| Participant deferral / active EE | $1,239 | $4,605-73.1% | $4,070-69.6% | $5,851-78.8% |
| Admin fee / account holder | $7,544 | $10,751-29.8% | $7,890-4.4% | $11,599-35.0% |