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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 | $449,289 | $181,896+147.0% | $156,551+187.0% | $273,972+64.0% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 6.10% | 30.74%-24.6pp | 32.23%-26.1pp | 41.46%-35.4pp |
| Employer contribution / active EE | $35,333 | $6,248+465.5% | $5,501+542.3% | $4,869+625.7% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $24,598 | $15,560+58.1% | $13,028+88.8% | $10,133+142.8% |