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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 | $641,273 | $175,259+265.9% | $149,723+328.3% | $139,487+359.7% |
| Participation rate | 18.2% | 83.4%-65.2pp | 78.8%-60.6pp | 80.3%-62.2pp |
| Annual return | 16.50% | 166.82%-150.3pp | 134.50%-118.0pp | 373.84%-357.3pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $277 | $6,522-95.8% | $5,682-95.1% | $6,713-95.9% |
| Admin fee / account holder | $5,580 | $16,158-65.5% | $13,215-57.8% | $11,407-51.1% |