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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 | $909,155 | $138,312+557.3% | $122,979+639.3% | $155,188+485.8% |
| Participation rate | 33.3% | 80.2%-46.9pp | 77.2%-43.9pp | 80.8%-47.5pp |
| Annual return | 18.39% | 22.06%-3.7pp | 20.12%-1.7pp | 148.84%-130.5pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $728 | $5,592-87.0% | $5,003-85.4% | $6,531-88.9% |
| Admin fee / account holder | $107,798 | $15,089+614.4% | $12,864+738.0% | $14,480+644.5% |