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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 | $881,942 | $198,457+344.4% | $170,435+417.5% | $147,586+497.6% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 17.38% | 257.30%-239.9pp | 205.94%-188.6pp | 578.59%-561.2pp |
| Employer contribution / active EE | $16,607 | $6,183+168.6% | $5,432+205.7% | $4,876+240.6% |
| Participant deferral / active EE | $1,500 | $5,629-73.4% | $4,939-69.6% | $5,439-72.4% |
| Admin fee / account holder | $7,462 | $16,852-55.7% | $13,881-46.2% | $10,886-31.4% |