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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 | $275,745 | $65,364+321.9% | $92,909+196.8% | $72,975+277.9% |
| Participation rate | 69.2% | 68.3%+0.9pp | 76.0%-6.8pp | 69.5%-0.3pp |
| Annual return | 27.02% | 42.11%-15.1pp | 109.44%-82.4pp | 81.01%-54.0pp |
| Employer contribution / active EE | $2,564 | $2,594-1.2% | $3,653-29.8% | $2,440+5.1% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $464 | $4,251-89.1% | $5,795-92.0% | $5,124-90.9% |