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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 | $367,094 | $176,077+108.5% | $159,455+130.2% | $167,518+119.1% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 12.91% | 331.83%-318.9pp | 263.63%-250.7pp | 478.71%-465.8pp |
| Employer contribution / active EE | $1,041 | $5,298-80.4% | $4,830-78.4% | $4,838-78.5% |
| Participant deferral / active EE | $1,626 | $7,751-79.0% | $7,353-77.9% | $6,342-74.4% |
| Admin fee / account holder | $63,696 | $12,556+407.3% | $10,800+489.8% | $12,312+417.3% |