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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 | $107,733+307.2% | $92,985+371.8% | $154,746+183.5% |
| Participation rate | 40.9% | 74.6%-33.7pp | 69.5%-28.6pp | 80.7%-39.8pp |
| Annual return | 12.52% | 30.39%-17.9pp | 27.99%-15.5pp | 172.34%-159.8pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $618 | $5,053-87.8% | $4,377-85.9% | $6,730-90.8% |
| Admin fee / account holder | $12,895 | $11,369+13.4% | $9,463+36.3% | $14,365-10.2% |