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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 | $922,880 | $117,846+683.1% | $102,434+801.0% | $145,884+532.6% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 15.86% | 31.90%-16.0pp | 29.46%-13.6pp | 551.85%-536.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $500 | $5,733-91.3% | $5,055-90.1% | $6,690-92.5% |
| Admin fee / account holder | $5,454 | $13,356-59.2% | $9,462-42.4% | $13,392-59.3% |