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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 | $322,502 | $110,303+192.4% | $95,759+236.8% | $139,487+131.2% |
| Participation rate | 40.0% | 75.7%-35.7pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 15.54% | 27.19%-11.7pp | 28.42%-12.9pp | 373.84%-358.3pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,836-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $524 | $4,674-88.8% | $4,244-87.7% | $6,713-92.2% |
| Admin fee / account holder | $6,046 | $6,615-8.6% | $5,678+6.5% | $11,407-47.0% |