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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 | $452,938 | $166,089+172.7% | $164,928+174.6% | $145,978+210.3% |
| Participation rate | 27.8% | 82.0%-54.2pp | 78.6%-50.8pp | 80.3%-52.5pp |
| Annual return | 11.72% | 100.26%-88.5pp | 70.08%-58.4pp | 550.52%-538.8pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,909 | $6,961-72.6% | $6,034-68.4% | $6,690-71.5% |
| Admin fee / account holder | $94,756 | $16,641+469.4% | $12,684+647.0% | $13,400+607.1% |