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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 | $675,090 | $185,856+263.2% | $170,028+297.0% | $139,456+384.1% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 17.37% | 60.52%-43.1pp | 53.39%-36.0pp | 373.45%-356.1pp |
| Employer contribution / active EE | $4,049 | $7,593-46.7% | $6,788-40.4% | $4,753-14.8% |
| Participant deferral / active EE | $0 | $11,623-100.0% | $10,409-100.0% | $6,711-100.0% |
| Admin fee / account holder | $5,669 | $15,387-63.2% | $12,820-55.8% | $11,407-50.3% |