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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 | $842,695 | $172,111+389.6% | $150,298+460.7% | $137,256+514.0% |
| Participation rate | 30.8% | 81.7%-50.9pp | 77.8%-47.0pp | 80.0%-49.2pp |
| Annual return | 15.61% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $940 | $4,636-79.7% | $4,154-77.4% | $4,156-77.4% |
| Participant deferral / active EE | $1,016 | $6,166-83.5% | $5,453-81.4% | $6,407-84.1% |
| Admin fee / account holder | $34,119 | $16,471+107.1% | $14,116+141.7% | $12,270+178.1% |