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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 | $373,716 | $227,399+64.3% | $189,758+96.9% | $198,609+88.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 6.12% | 61.03%-54.9pp | 52.62%-46.5pp | 202.70%-196.6pp |
| Employer contribution / active EE | $10,009 | $5,526+81.1% | $4,767+110.0% | $5,055+98.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $160,978 | $25,162+539.8% | $20,388+689.6% | $19,030+745.9% |