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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 | $407,808 | $126,519+222.3% | $106,201+284.0% | $145,959+179.4% |
| Participation rate | 66.7% | 77.7%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 18.61% | 225.10%-206.5pp | 116.26%-97.7pp | 561.95%-543.3pp |
| Employer contribution / active EE | $1,888 | $3,726-49.3% | $3,170-40.4% | $4,661-59.5% |
| Participant deferral / active EE | $243 | $5,716-95.7% | $5,012-95.2% | $6,689-96.4% |
| Admin fee / account holder | $146,429 | $17,312+745.8% | $11,039+1226.4% | $13,398+992.9% |