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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 | $257,242 | $103,038+149.7% | $90,324+184.8% | $152,909+68.2% |
| Participation rate | 8.3% | 75.9%-67.5pp | 73.3%-64.9pp | 82.5%-74.1pp |
| Annual return | 19.51% | 95.25%-75.7pp | 78.15%-58.6pp | 345.46%-326.0pp |
| Employer contribution / active EE | $208 | $3,141-93.4% | $2,856-92.7% | $4,764-95.6% |
| Participant deferral / active EE | $500 | $4,282-88.3% | $3,885-87.1% | $5,851-91.5% |
| Admin fee / account holder | $1,201 | $6,177-80.6% | $5,356-77.6% | $11,601-89.6% |