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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 | $282,951 | $30,732+820.7% | $59,496+375.6% | $59,633+374.5% |
| Participation rate | 7.4% | 43.2%-35.8pp | 54.6%-47.2pp | 68.7%-61.3pp |
| Annual return | 13.05% | 4.47%+8.6pp | 182.05%-169.0pp | 2041.45%-2028.4pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $261 | $1,183-77.9% | $1,829-85.7% | $3,192-91.8% |
| Admin fee / account holder | $1,157 | $2,136-45.8% | $2,232-48.2% | $4,297-73.1% |