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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 | $493,227 | $209,425+135.5% | $178,499+176.3% | $158,966+210.3% |
| Participation rate | 25.0% | 86.4%-61.4pp | 81.9%-56.9pp | 82.0%-57.0pp |
| Annual return | 18.40% | 188.80%-170.4pp | 151.10%-132.7pp | 302.95%-284.5pp |
| Employer contribution / active EE | $1,710 | $5,707-70.0% | $5,011-65.9% | $4,762-64.1% |
| Participant deferral / active EE | $1,710 | $5,955-71.3% | $5,202-67.1% | $5,983-71.4% |
| Admin fee / account holder | $319,154 | $17,078+1768.8% | $13,986+2181.9% | $11,250+2736.9% |