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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 | $265,521 | $152,074+74.6% | $137,474+93.1% | $198,609+33.7% |
| Participation rate | 50.0% | 85.3%-35.3pp | 83.5%-33.5pp | 82.4%-32.4pp |
| Annual return | 5.56% | 10.68%-5.1pp | 11.53%-6.0pp | 202.70%-197.1pp |
| Employer contribution / active EE | $7,068 | $5,444+29.8% | $5,048+40.0% | $5,055+39.8% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $6,155-100.0% | $6,977-100.0% |
| Admin fee / account holder | $22,433 | $11,950+87.7% | $10,602+111.6% | $19,030+17.9% |