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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 | $305,552 | $105,200+190.4% | $159,474+91.6% | $85,847+255.9% |
| Participation rate | 64.9% | 75.8%-10.9pp | 82.8%-18.0pp | 69.3%-4.5pp |
| Annual return | 12.55% | 45.08%-32.5pp | 263.68%-251.1pp | 318.61%-306.1pp |
| Employer contribution / active EE | $10,821 | $3,319+226.1% | $4,831+124.0% | $2,565+321.8% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $24,151 | $6,934+248.3% | $10,802+123.6% | $6,261+285.8% |