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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 | $464,372 | $102,595+352.6% | $94,057+393.7% | $154,746+200.1% |
| Participation rate | 20.0% | 76.0%-56.0pp | 73.3%-53.3pp | 80.7%-60.7pp |
| Annual return | 17.38% | 583.42%-566.0pp | 480.62%-463.2pp | 172.34%-155.0pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $616 | $5,118-88.0% | $4,709-86.9% | $6,730-90.8% |
| Admin fee / account holder | $8,719 | $7,736+12.7% | $7,244+20.4% | $14,365-39.3% |