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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 | $373,757 | $157,296+137.6% | $141,191+164.7% | $152,897+144.4% |
| Participation rate | 69.2% | 84.8%-15.6pp | 82.5%-13.2pp | 82.5%-13.2pp |
| Annual return | 20.23% | 64.34%-44.1pp | 71.41%-51.2pp | 345.43%-325.2pp |
| Employer contribution / active EE | $6,444 | $5,262+22.5% | $4,736+36.1% | $4,764+35.3% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,401 | $12,125-72.0% | $10,264-66.9% | $11,599-70.7% |