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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 | $444,485 | $160,070+177.7% | $147,117+202.1% | $145,897+204.7% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.8pp |
| Annual return | 29.44% | 98.69%-69.2pp | 420.54%-391.1pp | 552.29%-522.9pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,091 | $8,419-87.0% | $8,065-86.5% | $6,689-83.7% |
| Admin fee / account holder | $9,032 | $15,035-39.9% | $12,993-30.5% | $13,390-32.6% |