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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 | $462,072 | $111,785+313.4% | $93,669+393.3% | $145,877+216.8% |
| Participation rate | 20.0% | 74.2%-54.2pp | 68.7%-48.7pp | 80.3%-60.3pp |
| Annual return | 11.21% | 203.79%-192.6pp | 133.59%-122.4pp | 551.28%-540.1pp |
| Employer contribution / active EE | $600 | $3,096-80.6% | $2,424-75.2% | $4,663-87.1% |
| Participant deferral / active EE | $600 | $4,919-87.8% | $4,416-86.4% | $6,691-91.0% |
| Admin fee / account holder | $7,454 | $10,256-27.3% | $8,291-10.1% | $13,402-44.4% |