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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 | $464,372 | $157,829+194.2% | $136,867+239.3% | $198,609+133.8% |
| Participation rate | 20.0% | 77.2%-57.2pp | 74.5%-54.5pp | 82.4%-62.4pp |
| Annual return | 17.38% | 51.25%-33.9pp | 42.97%-25.6pp | 202.70%-185.3pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $616 | $5,463-88.7% | $4,924-87.5% | $6,977-91.2% |
| Admin fee / account holder | $8,719 | $11,107-21.5% | $10,340-15.7% | $19,030-54.2% |