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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 | $363,845 | $159,978+127.4% | $147,041+147.4% | $145,978+149.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.05% | 98.36%-84.3pp | 419.21%-405.2pp | 550.52%-536.5pp |
| Employer contribution / active EE | $26,852 | $5,288+407.8% | $4,935+444.1% | $4,662+476.0% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $132,760 | $15,053+781.9% | $13,006+920.7% | $13,400+890.7% |