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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 | $494,941 | $167,533+195.4% | $151,645+226.4% | $134,545+267.9% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -11.01% | 7.81%-18.8pp | 3.34%-14.4pp | 418.37%-429.4pp |
| Employer contribution / active EE | $1,600 | $6,828-76.6% | $6,165-74.0% | $4,742-66.3% |
| Participant deferral / active EE | $1,600 | $8,985-82.2% | $8,363-80.9% | $6,401-75.0% |
| Admin fee / account holder | $20,098 | $13,781+45.8% | $11,614+73.0% | $11,431+75.8% |