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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 | $525,757 | $110,379+376.3% | $102,412+413.4% | $145,884+260.4% |
| Participation rate | 13.6% | 77.9%-64.3pp | 74.5%-60.9pp | 80.3%-66.7pp |
| Annual return | 14.38% | 24.84%-10.5pp | 24.94%-10.6pp | 551.85%-537.5pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $433 | $5,622-92.3% | $5,060-91.4% | $6,690-93.5% |
| Admin fee / account holder | $4,761 | $9,745-51.1% | $8,388-43.2% | $13,392-64.4% |