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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 | $76,407+294.2% | $150,298+100.4% | $82,448+265.4% |
| Participation rate | 69.2% | 66.4%+2.8pp | 77.8%-8.5pp | 68.1%+1.2pp |
| Annual return | 17.94% | 39.99%-22.1pp | 62.79%-44.8pp | 41.64%-23.7pp |
| Employer contribution / active EE | $6,622 | $2,614+153.3% | $4,154+59.4% | $2,551+159.6% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,837 | $6,352+23.4% | $14,116-44.5% | $7,234+8.3% |