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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 | $643,340 | $162,136+296.8% | $152,301+322.4% | $154,746+315.7% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 12.40% | 91.02%-78.6pp | 80.50%-68.1pp | 172.34%-159.9pp |
| Employer contribution / active EE | $2,600 | $4,890-46.8% | $4,624-43.8% | $4,379-40.6% |
| Participant deferral / active EE | $2,600 | $8,341-68.8% | $8,004-67.5% | $6,730-61.4% |
| Admin fee / account holder | $129,060 | $15,759+718.9% | $14,398+796.4% | $14,365+798.4% |