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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 | $431,422 | $103,000+318.9% | $90,300+377.8% | $152,885+182.2% |
| Participation rate | 7.7% | 75.9%-68.2pp | 73.3%-65.6pp | 82.5%-74.8pp |
| Annual return | 125.56% | 95.19%+30.4pp | 78.11%+47.4pp | 345.39%-219.8pp |
| Employer contribution / active EE | $246 | $3,138-92.2% | $2,854-91.4% | $4,763-94.8% |
| Participant deferral / active EE | $615 | $4,281-85.6% | $3,884-84.2% | $5,851-89.5% |
| Admin fee / account holder | $305 | $6,173-95.1% | $5,353-94.3% | $11,598-97.4% |