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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 | $301,233 | $86,050+250.1% | $189,758+58.7% | $94,015+220.4% |
| Participation rate | 69.2% | 68.9%+0.3pp | 79.8%-10.6pp | 70.8%-1.6pp |
| Annual return | 17.94% | 17.77%+0.2pp | 52.62%-34.7pp | 17.84%+0.1pp |
| Employer contribution / active EE | $6,622 | $2,819+134.9% | $4,767+38.9% | $2,790+137.3% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $7,837 | $6,627+18.3% | $20,388-61.6% | $8,951-12.5% |