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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 | $124,980+266.4% | $108,359+322.6% | $154,746+196.0% |
| Participation rate | 16.7% | 75.2%-58.5pp | 70.1%-53.5pp | 80.7%-64.0pp |
| Annual return | 56.76% | 45.00%+11.8pp | 36.89%+19.9pp | 172.34%-115.6pp |
| Employer contribution / active EE | $630 | $2,851-77.9% | $2,399-73.8% | $4,379-85.6% |
| Participant deferral / active EE | $630 | $4,743-86.7% | $4,137-84.8% | $6,730-90.6% |
| Admin fee / account holder | $627 | $11,502-94.5% | $9,741-93.6% | $14,365-95.6% |