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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 | $362,651 | $156,398+131.9% | $147,318+146.2% | $138,895+161.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 14.81% | 78.75%-63.9pp | 70.43%-55.6pp | 145.39%-130.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,400 | $8,237-83.0% | $7,906-82.3% | $6,396-78.1% |
| Admin fee / account holder | $5,000 | $14,976-66.6% | $13,708-63.5% | $12,562-60.2% |