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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 | $162,529+397.1% | $130,788+517.8% | $154,746+422.1% |
| Participation rate | 40.0% | 75.9%-35.9pp | 70.1%-30.1pp | 80.7%-40.7pp |
| Annual return | 13.48% | 510.48%-497.0pp | 386.44%-373.0pp | 172.34%-158.9pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $352 | $4,808-92.7% | $4,137-91.5% | $6,730-94.8% |
| Admin fee / account holder | $6,287 | $7,669-18.0% | $6,673-5.8% | $14,365-56.2% |