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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 | $309,354 | $125,184+147.1% | $105,607+192.9% | $145,884+112.1% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 15.45% | 225.00%-209.6pp | 116.11%-100.7pp | 551.85%-536.4pp |
| Employer contribution / active EE | $1,176 | $3,720-68.4% | $3,167-62.9% | $4,662-74.8% |
| Participant deferral / active EE | $1,533 | $5,714-73.2% | $5,011-69.4% | $6,690-77.1% |
| Admin fee / account holder | $26,890 | $17,133+56.9% | $10,958+145.4% | $13,392+100.8% |