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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 | $592,049 | $107,363+451.4% | $92,909+537.2% | $152,897+287.2% |
| Participation rate | 18.2% | 79.8%-61.6pp | 76.0%-57.8pp | 82.5%-64.3pp |
| Annual return | 18.15% | 145.63%-127.5pp | 109.44%-91.3pp | 345.43%-327.3pp |
| Employer contribution / active EE | $1,661 | $4,222-60.7% | $3,653-54.5% | $4,764-65.1% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $107,763 | $7,082+1421.8% | $5,795+1759.6% | $11,599+829.0% |