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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 | $334,175 | $162,136+106.1% | $152,301+119.4% | $154,746+116.0% |
| Participation rate | 23.5% | 84.1%-60.6pp | 82.4%-58.9pp | 80.7%-57.2pp |
| Annual return | 12.00% | 91.02%-79.0pp | 80.50%-68.5pp | 172.34%-160.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,067 | $8,341-87.2% | $8,004-86.7% | $6,730-84.1% |
| Admin fee / account holder | $99,305 | $15,759+530.1% | $14,398+589.7% | $14,365+591.3% |