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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 | $406,442 | $111,878+263.3% | $93,727+333.6% | $145,897+178.6% |
| Participation rate | 30.8% | 74.2%-43.4pp | 68.7%-37.9pp | 80.3%-49.5pp |
| Annual return | 19.34% | 204.28%-184.9pp | 133.83%-114.5pp | 552.29%-532.9pp |
| Employer contribution / active EE | $900 | $3,092-70.9% | $2,421-62.8% | $4,663-80.7% |
| Participant deferral / active EE | $900 | $4,920-81.7% | $4,417-79.6% | $6,689-86.5% |
| Admin fee / account holder | $14,571 | $10,256+42.1% | $8,292+75.7% | $13,390+8.8% |