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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 | $254,183 | $124,175+104.7% | $108,405+134.5% | $167,536+51.7% |
| Participation rate | 66.7% | 82.3%-15.6pp | 80.1%-13.5pp | 82.1%-15.4pp |
| Annual return | 15.04% | 1380.13%-1365.1pp | 905.55%-890.5pp | 478.82%-463.8pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,528 | $6,908-77.9% | $6,563-76.7% | $6,342-75.9% |
| Admin fee / account holder | $56,644 | $9,457+499.0% | $7,297+676.3% | $12,315+360.0% |