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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 | $313,225 | $106,008+195.5% | $92,240+239.6% | $147,586+112.2% |
| Participation rate | 55.6% | 80.4%-24.9pp | 76.5%-20.9pp | 82.8%-27.3pp |
| Annual return | 14.25% | 50.05%-35.8pp | 176.29%-162.0pp | 578.59%-564.3pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $156 | $4,478-96.5% | $3,897-96.0% | $5,439-97.1% |
| Admin fee / account holder | $1,471 | $6,333-76.8% | $5,194-71.7% | $10,886-86.5% |