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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 | $261,753 | $100,203+161.2% | $85,240+207.1% | $145,897+79.4% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 37.50% | 84.28%-46.8pp | 66.75%-29.3pp | 552.29%-514.8pp |
| Employer contribution / active EE | $520 | $3,242-84.0% | $2,735-81.0% | $4,663-88.9% |
| Participant deferral / active EE | $550 | $5,299-89.6% | $4,527-87.9% | $6,689-91.8% |
| Admin fee / account holder | $848 | $7,265-88.3% | $6,165-86.2% | $13,390-93.7% |