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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 | $255,217 | $254,759+0.2% | $216,567+17.8% | $198,609+28.5% |
| Participation rate | 57.9% | 84.5%-26.6pp | 81.6%-23.7pp | 82.4%-24.5pp |
| Annual return | 11.57% | 10.04%+1.5pp | 12.94%-1.4pp | 202.70%-191.1pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,544 | $6,948-63.4% | $6,191-58.9% | $6,977-63.5% |
| Admin fee / account holder | $2,649 | $26,311-89.9% | $21,981-87.9% | $19,030-86.1% |