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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 | $282,649 | $72,486+289.9% | $87,103+224.5% | $72,976+287.3% |
| Participation rate | 5.9% | 72.8%-66.9pp | 76.9%-71.0pp | 69.5%-63.6pp |
| Annual return | 19.50% | 24.46%-5.0pp | 28.19%-8.7pp | 81.02%-61.5pp |
| Employer contribution / active EE | $829 | $1,894-56.2% | $2,521-67.1% | $2,440-66.0% |
| Participant deferral / active EE | $888 | $3,270-72.8% | $4,049-78.1% | $3,608-75.4% |
| Admin fee / account holder | $9,250 | $5,055+83.0% | $7,491+23.5% | $5,124+80.5% |