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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 | $428,502 | $125,190+242.3% | $105,624+305.7% | $145,897+193.7% |
| Participation rate | 43.5% | 77.6%-34.2pp | 75.3%-31.8pp | 80.3%-36.8pp |
| Annual return | 14.72% | 225.22%-210.5pp | 116.20%-101.5pp | 552.29%-537.6pp |
| Employer contribution / active EE | $860 | $3,720-76.9% | $3,168-72.8% | $4,663-81.5% |
| Participant deferral / active EE | $1,591 | $5,716-72.2% | $5,013-68.3% | $6,689-76.2% |
| Admin fee / account holder | $12,675 | $17,138-26.0% | $10,961+15.6% | $13,390-5.3% |