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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 | $414,075 | $226,105+83.1% | $182,540+126.8% | $152,897+170.8% |
| Participation rate | 45.5% | 82.5%-37.0pp | 78.0%-32.5pp | 82.5%-37.0pp |
| Annual return | 23.65% | 192.58%-168.9pp | 148.58%-124.9pp | 345.43%-321.8pp |
| Employer contribution / active EE | $895 | $4,978-82.0% | $4,076-78.0% | $4,764-81.2% |
| Participant deferral / active EE | $975 | $6,370-84.7% | $5,525-82.3% | $5,851-83.3% |
| Admin fee / account holder | $4,905 | $10,706-54.2% | $8,593-42.9% | $11,599-57.7% |