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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 | $392,797 | $183,516+114.0% | $155,534+152.5% | $145,884+169.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 27.65% | 61.43%-33.8pp | 64.92%-37.3pp | 551.85%-524.2pp |
| Employer contribution / active EE | $1,587 | $5,315-70.1% | $4,675-66.1% | $4,662-66.0% |
| Participant deferral / active EE | $1,587 | $6,467-75.5% | $5,630-71.8% | $6,690-76.3% |
| Admin fee / account holder | $62,500 | $19,293+223.9% | $15,900+293.1% | $13,392+366.7% |