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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 | $485,872 | $91,179+432.9% | $178,499+172.2% | $79,852+508.5% |
| Participation rate | 2.9% | 69.2%-66.3pp | 81.9%-79.0pp | 69.6%-66.7pp |
| Annual return | 47.05% | 24.19%+22.9pp | 151.10%-104.1pp | 31.72%+15.3pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $191 | $3,236-94.1% | $5,202-96.3% | $3,740-94.9% |
| Admin fee / account holder | $2,493 | $6,749-63.1% | $13,986-82.2% | $5,306-53.0% |