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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 | $273,523 | $150,447+81.8% | $136,298+100.7% | $147,586+85.3% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 13.00% | 1049.15%-1036.2pp | 5156.27%-5143.3pp | 578.59%-565.6pp |
| Employer contribution / active EE | $18,011 | $5,256+242.7% | $4,696+283.6% | $4,876+269.4% |
| Participant deferral / active EE | $1,563 | $6,631-76.4% | $6,247-75.0% | $5,439-71.3% |
| Admin fee / account holder | $8,938 | $10,906-18.0% | $9,244-3.3% | $10,886-17.9% |