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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 | $755,698 | $46,596+1521.8% | $64,085+1079.2% | $75,173+905.3% |
| Participation rate | 4.7% | 65.9%-61.3pp | 72.3%-67.7pp | 67.2%-62.5pp |
| Annual return | 40.15% | 26.04%+14.1pp | 33.69%+6.5pp | 160.65%-120.5pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $52 | $2,839-98.2% | $3,881-98.7% | $4,126-98.7% |
| Admin fee / account holder | $803 | $2,954-72.8% | $3,069-73.9% | $5,651-85.8% |