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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 | $659,156 | $190,862+245.4% | $159,991+312.0% | $134,509+390.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | 1.21% | 552.59%-551.4pp | 408.82%-407.6pp | 418.13%-416.9pp |
| Employer contribution / active EE | $1,000 | $4,995-80.0% | $4,225-76.3% | $4,741-78.9% |
| Participant deferral / active EE | $1,250 | $6,924-81.9% | $6,183-79.8% | $6,400-80.5% |
| Admin fee / account holder | $1,324 | $10,495-87.4% | $8,715-84.8% | $11,427-88.4% |