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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 | $388,544 | $88,710+338.0% | $81,783+375.1% | $145,959+166.2% |
| Participation rate | 46.7% | 75.0%-28.4pp | 72.4%-25.7pp | 80.3%-33.6pp |
| Annual return | 12.34% | 1027.26%-1014.9pp | 775.05%-762.7pp | 561.95%-549.6pp |
| Employer contribution / active EE | $487 | $3,083-84.2% | $2,913-83.3% | $4,661-89.5% |
| Participant deferral / active EE | $614 | $4,645-86.8% | $4,320-85.8% | $6,689-90.8% |
| Admin fee / account holder | $25,420 | $8,407+202.4% | $7,380+244.5% | $13,398+89.7% |