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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 | $819,403 | $148,582+451.5% | $135,942+502.8% | $139,456+487.6% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 21.79% | 79.26%-57.5pp | 68.28%-46.5pp | 373.45%-351.7pp |
| Employer contribution / active EE | $15,000 | $5,245+186.0% | $4,858+208.8% | $4,753+215.6% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $6,453 | $12,402-48.0% | $10,764-40.1% | $11,407-43.4% |