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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 | $343,334 | $165,939+106.9% | $122,354+180.6% | $147,586+132.6% |
| Participation rate | 66.7% | 79.6%-12.9pp | 71.6%-5.0pp | 82.8%-16.2pp |
| Annual return | 10.18% | 34.56%-24.4pp | 30.28%-20.1pp | 578.59%-568.4pp |
| Employer contribution / active EE | $39,267 | $5,754+582.4% | $4,051+869.3% | $4,876+705.2% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,434 | $7,425-80.7% | $5,479-73.8% | $10,886-86.8% |