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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 | $390,084 | $72,273+439.7% | $101,275+285.2% | $79,856+388.5% |
| Participation rate | 38.0% | 68.5%-30.4pp | 75.8%-37.8pp | 69.6%-31.6pp |
| Annual return | 6619.48% | 22.30%+6597.2pp | 46.48%+6573.0pp | 31.71%+6587.8pp |
| Employer contribution / active EE | $2,316 | $2,691-13.9% | $3,660-36.7% | $2,471-6.3% |
| Participant deferral / active EE | $762 | $3,282-76.8% | $4,371-82.6% | $3,741-79.6% |
| Admin fee / account holder | $305 | $4,401-93.1% | $5,948-94.9% | $5,306-94.3% |