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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 | $304,641 | $108,942+179.6% | $100,415+203.4% | $145,897+108.8% |
| Participation rate | 33.3% | 83.0%-49.6pp | 81.5%-48.2pp | 80.3%-47.0pp |
| Annual return | 14.33% | 58.27%-43.9pp | 49.47%-35.1pp | 552.29%-538.0pp |
| Employer contribution / active EE | $1,692 | $4,422-61.7% | $3,943-57.1% | $4,663-63.7% |
| Participant deferral / active EE | $2,115 | $8,461-75.0% | $8,091-73.9% | $6,689-68.4% |
| Admin fee / account holder | $4,407 | $9,702-54.6% | $7,906-44.3% | $13,390-67.1% |