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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 | $339,862 | $185,905+82.8% | $170,057+99.9% | $139,487+143.7% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 34.90% | 60.56%-25.7pp | 53.42%-18.5pp | 373.84%-338.9pp |
| Employer contribution / active EE | $1,479 | $7,597-80.5% | $6,790-78.2% | $4,755-68.9% |
| Participant deferral / active EE | $1,708 | $11,627-85.3% | $10,411-83.6% | $6,713-74.6% |
| Admin fee / account holder | $108,435 | $15,397+604.3% | $12,826+745.4% | $11,407+850.6% |