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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 | $313,998 | $150,447+108.7% | $136,298+130.4% | $147,586+112.8% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 15.02% | 1049.15%-1034.1pp | 5156.27%-5141.2pp | 578.59%-563.6pp |
| Employer contribution / active EE | $3,791 | $5,256-27.9% | $4,696-19.3% | $4,876-22.3% |
| Participant deferral / active EE | $1,070 | $6,631-83.9% | $6,247-82.9% | $5,439-80.3% |
| Admin fee / account holder | $53,757 | $10,906+392.9% | $9,244+481.5% | $10,886+393.8% |