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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 | $645,304 | $107,941+497.8% | $91,994+601.5% | $152,909+322.0% |
| Participation rate | 57.1% | 81.2%-24.0pp | 78.6%-21.5pp | 82.5%-25.3pp |
| Annual return | 34.10% | 89.28%-55.2pp | 69.04%-34.9pp | 345.46%-311.4pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,329 | $6,366-79.1% | $5,924-77.6% | $5,851-77.3% |
| Admin fee / account holder | $90,064 | $10,521+756.0% | $7,744+1063.0% | $11,601+676.4% |