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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 | $251,643 | $150,447+67.3% | $136,298+84.6% | $147,586+70.5% |
| Participation rate | 53.8% | 84.4%-30.6pp | 81.9%-28.1pp | 82.8%-29.0pp |
| Annual return | 11.36% | 1049.15%-1037.8pp | 5156.27%-5144.9pp | 578.59%-567.2pp |
| Employer contribution / active EE | $950 | $5,256-81.9% | $4,696-79.8% | $4,876-80.5% |
| Participant deferral / active EE | $1,084 | $6,631-83.6% | $6,247-82.6% | $5,439-80.1% |
| Admin fee / account holder | $6,365 | $10,906-41.6% | $9,244-31.1% | $10,886-41.5% |