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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 | $949,025 | $78,027+1116.3% | $178,528+431.6% | $80,925+1072.7% |
| Participation rate | 6.4% | 65.7%-59.3pp | 77.1%-70.7pp | 67.7%-61.3pp |
| Annual return | 13.29% | 18.09%-4.8pp | 27.11%-13.8pp | 35.65%-22.4pp |
| Employer contribution / active EE | $1,877 | $2,281-17.7% | $3,950-52.5% | $2,756-31.9% |
| Participant deferral / active EE | $924 | $4,408-79.0% | $6,278-85.3% | $4,299-78.5% |
| Admin fee / account holder | $257,204 | $7,168+3488.5% | $10,419+2368.6% | $6,940+3606.1% |