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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 | $808,004 | $167,030+383.7% | $135,768+495.1% | $155,188+420.7% |
| Participation rate | 40.0% | 76.2%-36.2pp | 71.1%-31.1pp | 80.8%-40.8pp |
| Annual return | 13.48% | 678.39%-664.9pp | 526.10%-512.6pp | 148.84%-135.4pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $352 | $4,528-92.2% | $3,977-91.2% | $6,531-94.6% |
| Admin fee / account holder | $6,287 | $8,172-23.1% | $7,048-10.8% | $14,480-56.6% |