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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 | $483,404 | $114,119+323.6% | $107,187+351.0% | $138,895+248.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 21.79% | 273.21%-251.4pp | 204.55%-182.8pp | 145.39%-123.6pp |
| Employer contribution / active EE | $1,481 | $4,059-63.5% | $3,782-60.8% | $4,194-64.7% |
| Participant deferral / active EE | $1,154 | $5,538-79.2% | $5,096-77.4% | $6,396-82.0% |
| Admin fee / account holder | $1,629 | $10,024-83.7% | $9,162-82.2% | $12,562-87.0% |