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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 | $515,357 | $181,896+183.3% | $156,551+229.2% | $273,972+88.1% |
| Participation rate | 40.0% | 88.4%-48.4pp | 84.0%-44.0pp | 83.0%-43.0pp |
| Annual return | 4.12% | 30.74%-26.6pp | 32.23%-28.1pp | 41.46%-37.3pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $967 | $5,550-82.6% | $4,871-80.1% | $5,287-81.7% |
| Admin fee / account holder | $1,387 | $15,560-91.1% | $13,028-89.4% | $10,133-86.3% |