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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 | $271,403 | $100,139+171.0% | $85,187+218.6% | $145,884+86.0% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 12.37% | 84.15%-71.8pp | 66.67%-54.3pp | 551.85%-539.5pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $67 | $5,296-98.7% | $4,525-98.5% | $6,690-99.0% |
| Admin fee / account holder | $25,795 | $7,262+255.2% | $6,162+318.6% | $13,392+92.6% |