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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 | $489,465 | $88,815+451.1% | $81,882+497.8% | $145,897+235.5% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 13.61% | 1033.75%-1020.1pp | 779.47%-765.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $5,521 | $3,086+78.9% | $2,916+89.3% | $4,663+18.4% |
| Participant deferral / active EE | $582 | $4,647-87.5% | $4,323-86.5% | $6,689-91.3% |
| Admin fee / account holder | $11,293 | $8,434+33.9% | $7,360+53.4% | $13,390-15.7% |