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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 | $300,507 | $88,754+238.6% | $81,820+267.3% | $145,877+106.0% |
| Participation rate | 21.1% | 75.1%-54.0pp | 72.4%-51.3pp | 80.3%-59.2pp |
| Annual return | 16.07% | 1031.77%-1015.7pp | 777.93%-761.9pp | 551.28%-535.2pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $297 | $4,648-93.6% | $4,323-93.1% | $6,691-95.6% |
| Admin fee / account holder | $1,277 | $8,424-84.8% | $7,391-82.7% | $13,402-90.5% |