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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 | $573,439 | $159,978+258.4% | $147,041+290.0% | $145,978+292.8% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 11.44% | 98.36%-86.9pp | 419.21%-407.8pp | 550.52%-539.1pp |
| Employer contribution / active EE | $8,000 | $5,288+51.3% | $4,935+62.1% | $4,662+71.6% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,526 | $15,053-50.0% | $13,006-42.1% | $13,400-43.8% |