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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 | $546,544 | $211,288+158.7% | $178,540+206.1% | $145,884+274.6% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 79.01% | 30.27%+48.7pp | 27.15%+51.9pp | 551.85%-472.8pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $150 | $6,967-97.8% | $6,281-97.6% | $6,690-97.8% |
| Admin fee / account holder | $697 | $12,105-94.2% | $10,424-93.3% | $13,392-94.8% |