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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 | $322,220 | $183,539+75.6% | $155,556+107.1% | $145,897+120.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 22.29% | 61.31%-39.0pp | 64.84%-42.5pp | 552.29%-530.0pp |
| Employer contribution / active EE | $2,813 | $5,315-47.1% | $4,675-39.8% | $4,663-39.7% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $184,444 | $19,275+856.9% | $15,885+1061.1% | $13,390+1277.4% |