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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 | $291,526 | $111,785+160.8% | $93,669+211.2% | $145,877+99.8% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 10.85% | 203.79%-192.9pp | 133.59%-122.7pp | 551.28%-540.4pp |
| Employer contribution / active EE | $10,167 | $3,096+228.4% | $2,424+319.5% | $4,663+118.0% |
| Participant deferral / active EE | $1,147 | $4,919-76.7% | $4,416-74.0% | $6,691-82.9% |
| Admin fee / account holder | $4,501 | $10,256-56.1% | $8,291-45.7% | $13,402-66.4% |