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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 | $379,069 | $79,955+374.1% | $98,461+285.0% | $75,173+404.3% |
| Participation rate | 40.0% | 70.4%-30.4pp | 75.2%-35.2pp | 67.2%-27.2pp |
| Annual return | 17.80% | 19.75%-1.9pp | 21.17%-3.4pp | 160.72%-142.9pp |
| Employer contribution / active EE | $787 | $2,264-65.3% | $3,049-74.2% | $2,671-70.5% |
| Participant deferral / active EE | $1,292 | $3,752-65.6% | $4,738-72.7% | $4,126-68.7% |
| Admin fee / account holder | $10,735 | $6,841+56.9% | $8,961+19.8% | $5,651+90.0% |