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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 | $375,689 | $755,339-50.3% | $379,746-1.1% | $158,966+136.3% |
| Participation rate | 25.0% | 81.8%-56.8pp | 78.4%-53.4pp | 82.0%-57.0pp |
| Annual return | 0.00% | 53.41%-53.4pp | 34.90%-34.9pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,200 | $4,685-74.4% | $3,540-66.1% | $4,762-74.8% |
| Participant deferral / active EE | $1,800 | $7,938-77.3% | $6,024-70.1% | $5,983-69.9% |
| Admin fee / account holder | $625 | $14,482-95.7% | $7,927-92.1% | $11,250-94.4% |