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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 | $543,670 | $123,750+339.3% | $69,611+681.0% | $145,877+272.7% |
| Participation rate | 40.0% | 69.2%-29.2pp | 66.4%-26.4pp | 80.3%-40.3pp |
| Annual return | 17.20% | 192.03%-174.8pp | 101.14%-83.9pp | 551.28%-534.1pp |
| Employer contribution / active EE | $534 | $2,672-80.0% | $1,709-68.7% | $4,663-88.5% |
| Participant deferral / active EE | $534 | $4,243-87.4% | $2,891-81.5% | $6,691-92.0% |
| Admin fee / account holder | $7,903 | $7,817+1.1% | $4,696+68.3% | $13,402-41.0% |