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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 | $589,372 | $108,882+441.3% | $96,754+509.1% | $154,746+280.9% |
| Participation rate | 14.3% | 75.1%-60.8pp | 70.3%-56.0pp | 80.7%-66.4pp |
| Annual return | 143.11% | 98.39%+44.7pp | 82.04%+61.1pp | 172.34%-29.2pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $779 | $5,323-85.4% | $4,758-83.6% | $6,730-88.4% |
| Admin fee / account holder | $1,595 | $10,200-84.4% | $8,905-82.1% | $14,365-88.9% |