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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 | $342,131 | $109,872+211.4% | $98,483+247.4% | $167,536+104.2% |
| Participation rate | 11.1% | 75.8%-64.7pp | 73.3%-62.2pp | 82.1%-71.0pp |
| Annual return | 12.36% | 1959.31%-1947.0pp | 1494.38%-1482.0pp | 478.82%-466.5pp |
| Employer contribution / active EE | $667 | $3,225-79.3% | $2,961-77.5% | $4,839-86.2% |
| Participant deferral / active EE | $278 | $4,673-94.1% | $4,276-93.5% | $6,342-95.6% |
| Admin fee / account holder | $2,846 | $6,757-57.9% | $5,953-52.2% | $12,315-76.9% |