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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 | $87,166+403.3% | $76,735+471.7% | $137,256+219.6% |
| Participation rate | 40.9% | 74.4%-33.4pp | 69.5%-28.6pp | 80.0%-39.1pp |
| Annual return | 12.52% | 26.50%-14.0pp | 29.77%-17.2pp | 220.34%-207.8pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $618 | $4,726-86.9% | $4,088-84.9% | $6,407-90.4% |
| Admin fee / account holder | $12,895 | $8,403+53.5% | $7,189+79.4% | $12,270+5.1% |