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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 | $333,446 | $115,780+188.0% | $101,255+229.3% | $158,931+109.8% |
| Participation rate | 54.5% | 79.4%-24.8pp | 75.8%-21.3pp | 82.0%-27.4pp |
| Annual return | 11.93% | 56.14%-44.2pp | 46.48%-34.5pp | 302.86%-290.9pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $561 | $4,958-88.7% | $4,370-87.2% | $5,982-90.6% |
| Admin fee / account holder | $11,900 | $7,246+64.2% | $5,946+100.1% | $11,247+5.8% |