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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 | $697,477 | $227,399+206.7% | $189,758+267.6% | $198,609+251.2% |
| Participation rate | 20.0% | 84.0%-64.0pp | 79.8%-59.8pp | 82.4%-62.4pp |
| Annual return | 13.37% | 61.03%-47.7pp | 52.62%-39.2pp | 202.70%-189.3pp |
| Employer contribution / active EE | $2,127 | $5,526-61.5% | $4,767-55.4% | $5,055-57.9% |
| Participant deferral / active EE | $3,117 | $6,837-54.4% | $5,856-46.8% | $6,977-55.3% |
| Admin fee / account holder | $4,724 | $25,162-81.2% | $20,388-76.8% | $19,030-75.2% |