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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 | $111,830+263.4% | $93,696+333.8% | $145,884+178.6% |
| Participation rate | 30.8% | 74.2%-43.5pp | 68.7%-38.0pp | 80.3%-49.5pp |
| Annual return | 19.34% | 204.08%-184.7pp | 133.74%-114.4pp | 551.85%-532.5pp |
| Employer contribution / active EE | $900 | $3,093-70.9% | $2,422-62.8% | $4,662-80.7% |
| Participant deferral / active EE | $900 | $4,920-81.7% | $4,417-79.6% | $6,690-86.5% |
| Admin fee / account holder | $14,571 | $10,249+42.2% | $8,287+75.8% | $13,392+8.8% |