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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 | $312,053 | $84,685+268.5% | $73,836+322.6% | $125,389+148.9% |
| Participation rate | 28.6% | 76.8%-48.2pp | 73.4%-44.9pp | 83.2%-54.6pp |
| Annual return | 12.55% | 3123.80%-3111.2pp | 2268.06%-2255.5pp | 282.24%-269.7pp |
| Employer contribution / active EE | $316 | $3,123-89.9% | $2,787-88.6% | $4,866-93.5% |
| Participant deferral / active EE | $419 | $3,993-89.5% | $3,583-88.3% | $5,352-92.2% |
| Admin fee / account holder | $791 | $5,694-86.1% | $4,882-83.8% | $9,541-91.7% |