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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 | $438,680 | $123,000+256.7% | $105,582+315.5% | $198,609+120.9% |
| Participation rate | 40.9% | 76.8%-35.9pp | 71.8%-30.9pp | 82.4%-41.5pp |
| Annual return | 12.52% | 18.31%-5.8pp | 18.61%-6.1pp | 202.70%-190.2pp |
| Employer contribution / active EE | $0 | $3,582-100.0% | $2,984-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $618 | $5,013-87.7% | $4,353-85.8% | $6,977-91.1% |
| Admin fee / account holder | $12,895 | $16,254-20.7% | $12,856+0.3% | $19,030-32.2% |