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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 | $734,892 | $105,195+598.6% | $159,450+360.9% | $85,854+756.0% |
| Participation rate | 14.8% | 75.8%-61.0pp | 82.8%-68.0pp | 69.3%-54.5pp |
| Annual return | 15.34% | 45.08%-29.7pp | 263.60%-248.3pp | 318.56%-303.2pp |
| Employer contribution / active EE | $957 | $3,319-71.2% | $4,830-80.2% | $2,565-62.7% |
| Participant deferral / active EE | $1,981 | $5,946-66.7% | $7,352-73.1% | $3,952-49.9% |
| Admin fee / account holder | $45,591 | $6,934+557.5% | $10,800+322.2% | $6,260+628.3% |