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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 | $698,023 | $148,623+369.7% | $135,974+413.4% | $139,466+400.5% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 16.22% | 79.30%-63.1pp | 68.30%-52.1pp | 373.66%-357.4pp |
| Employer contribution / active EE | $11,137 | $5,246+112.3% | $4,859+129.2% | $4,754+134.3% |
| Participant deferral / active EE | $1,091 | $8,103-86.5% | $7,760-85.9% | $6,712-83.7% |
| Admin fee / account holder | $23,250 | $12,406+87.4% | $10,767+115.9% | $11,409+103.8% |