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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 | $329,666 | $96,643+241.1% | $86,617+280.6% | $139,456+136.4% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 16.50% | 106.57%-90.1pp | 591.91%-575.4pp | 373.45%-356.9pp |
| Employer contribution / active EE | $466 | $3,264-85.7% | $3,023-84.6% | $4,753-90.2% |
| Participant deferral / active EE | $570 | $4,835-88.2% | $4,437-87.2% | $6,711-91.5% |
| Admin fee / account holder | $8,630 | $6,406+34.7% | $5,613+53.8% | $11,407-24.3% |