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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 | $566,722 | $209,425+170.6% | $178,499+217.5% | $158,966+256.5% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 14.83% | 188.80%-174.0pp | 151.10%-136.3pp | 302.95%-288.1pp |
| Employer contribution / active EE | $1,177 | $5,707-79.4% | $5,011-76.5% | $4,762-75.3% |
| Participant deferral / active EE | $1,177 | $5,955-80.2% | $5,202-77.4% | $5,983-80.3% |
| Admin fee / account holder | $3,762 | $17,078-78.0% | $13,986-73.1% | $11,250-66.6% |