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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 | $457,977 | $112,729+306.3% | $98,716+363.9% | $137,256+233.7% |
| Participation rate | 16.7% | 74.2%-57.6pp | 69.3%-52.6pp | 80.0%-63.3pp |
| Annual return | 56.76% | 38.48%+18.3pp | 31.81%+25.0pp | 220.34%-163.6pp |
| Employer contribution / active EE | $630 | $2,725-76.9% | $2,279-72.4% | $4,156-84.8% |
| Participant deferral / active EE | $630 | $4,640-86.4% | $4,048-84.4% | $6,407-90.2% |
| Admin fee / account holder | $627 | $10,129-93.8% | $8,703-92.8% | $12,270-94.9% |