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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 | $423,955 | $227,399+86.4% | $189,758+123.4% | $198,609+113.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 8.36% | 61.03%-52.7pp | 52.62%-44.3pp | 202.70%-194.3pp |
| Employer contribution / active EE | $1,901 | $5,526-65.6% | $4,767-60.1% | $5,055-62.4% |
| Participant deferral / active EE | $2,327 | $6,837-66.0% | $5,856-60.3% | $6,977-66.7% |
| Admin fee / account holder | $403,856 | $25,162+1505.0% | $20,388+1880.9% | $19,030+2022.2% |