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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 | $407,072 | $81,504+399.5% | $102,437+297.4% | $80,959+402.8% |
| Participation rate | 61.3% | 66.9%-5.6pp | 74.5%-13.2pp | 67.7%-6.4pp |
| Annual return | 15.63% | 25.60%-10.0pp | 24.95%-9.3pp | 35.67%-20.0pp |
| Employer contribution / active EE | $9,677 | $3,104+211.8% | $3,871+150.0% | $2,757+251.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,515 | $6,719-62.6% | $8,388-70.0% | $6,925-63.7% |