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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 | $475,574 | $183,539+159.1% | $155,556+205.7% | $145,897+226.0% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 17.90% | 61.31%-43.4pp | 64.84%-46.9pp | 552.29%-534.4pp |
| Employer contribution / active EE | $9,000 | $5,315+69.3% | $4,675+92.5% | $4,663+93.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,997 | $19,275-84.5% | $15,885-81.1% | $13,390-77.6% |