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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 | $273,754 | $175,231+56.2% | $149,696+82.9% | $139,466+96.3% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 18.61% | 166.77%-148.2pp | 134.46%-115.8pp | 373.66%-355.1pp |
| Employer contribution / active EE | $27,369 | $5,478+399.6% | $4,821+467.7% | $4,754+475.7% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $41,582 | $16,155+157.4% | $13,212+214.7% | $11,409+264.5% |