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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 | $284,605 | $148,582+91.5% | $135,942+109.4% | $139,456+104.1% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 19.54% | 79.26%-59.7pp | 68.28%-48.7pp | 373.45%-353.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,248 | $8,101-72.2% | $7,759-71.0% | $6,711-66.5% |
| Admin fee / account holder | $6,076 | $12,402-51.0% | $10,764-43.6% | $11,407-46.7% |