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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 | $978,084 | $178,174+448.9% | $156,181+526.3% | $137,256+612.6% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.8%-20.5pp | 80.0%-21.6pp |
| Annual return | 11.39% | 84.19%-72.8pp | 64.87%-53.5pp | 220.34%-209.0pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $767 | $6,888-88.9% | $6,132-87.5% | $6,407-88.0% |
| Admin fee / account holder | $167,025 | $17,404+859.7% | $14,586+1045.1% | $12,270+1261.2% |