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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 | $365,697 | $117,829+210.4% | $102,423+257.0% | $145,877+150.7% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 11.67% | 31.83%-20.2pp | 29.42%-17.8pp | 551.28%-539.6pp |
| Employer contribution / active EE | $1,292 | $3,615-64.3% | $3,023-57.3% | $4,663-72.3% |
| Participant deferral / active EE | $1,292 | $5,732-77.5% | $5,054-74.4% | $6,691-80.7% |
| Admin fee / account holder | $372,790 | $13,335+2695.5% | $9,455+3843.0% | $13,402+2681.6% |