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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 | $599,659 | $152,612+292.9% | $125,192+379.0% | $152,897+292.2% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 21.82% | 54.85%-33.0pp | 43.79%-22.0pp | 345.43%-323.6pp |
| Employer contribution / active EE | $8,250 | $4,947+66.8% | $3,866+113.4% | $4,764+73.2% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $451,743 | $13,437+3262.0% | $9,704+4555.3% | $11,599+3794.5% |