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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 | $258,682 | $102,638+152.0% | $81,982+215.5% | $158,982+62.7% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.3%-2.6pp | 82.0%-15.3pp |
| Annual return | 16.77% | 61.05%-44.3pp | 41.31%-24.5pp | 302.99%-286.2pp |
| Employer contribution / active EE | $33,333 | $3,241+928.5% | $2,498+1234.2% | $4,763+599.9% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,707 | $8,237-67.1% | $5,665-52.2% | $11,252-75.9% |