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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 | $125,184+225.8% | $105,607+286.2% | $145,884+179.5% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 18.61% | 225.00%-206.4pp | 116.11%-97.5pp | 551.85%-533.2pp |
| Employer contribution / active EE | $1,888 | $3,720-49.2% | $3,167-40.4% | $4,662-59.5% |
| Participant deferral / active EE | $243 | $5,714-95.7% | $5,011-95.2% | $6,690-96.4% |
| Admin fee / account holder | $146,429 | $17,133+754.6% | $10,958+1236.3% | $13,392+993.4% |