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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 | $278,187 | $69,248+301.7% | $64,101+334.0% | $139,466+99.5% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 176.94% | 45.95%+131.0pp | 33.72%+143.2pp | 373.66%-196.7pp |
| Employer contribution / active EE | $44,000 | $3,185+1281.6% | $2,749+1500.8% | $4,754+825.5% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,881-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,099 | $4,247-74.1% | $3,070-64.2% | $11,409-90.4% |