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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 | $125,193+225.7% | $105,591+286.2% | $145,978+179.4% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 18.61% | 225.53%-206.9pp | 116.43%-97.8pp | 550.52%-531.9pp |
| Employer contribution / active EE | $1,888 | $3,718-49.2% | $3,166-40.4% | $4,662-59.5% |
| Participant deferral / active EE | $243 | $5,708-95.7% | $5,008-95.1% | $6,690-96.4% |
| Admin fee / account holder | $146,429 | $17,277+747.5% | $11,024+1228.3% | $13,400+992.7% |