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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 | $304,641 | $108,897+179.8% | $100,378+203.5% | $145,877+108.8% |
| Participation rate | 33.3% | 83.0%-49.6pp | 81.5%-48.2pp | 80.3%-47.0pp |
| Annual return | 14.33% | 58.17%-43.8pp | 49.41%-35.1pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,692 | $4,420-61.7% | $3,942-57.1% | $4,663-63.7% |
| Participant deferral / active EE | $2,115 | $8,455-75.0% | $8,087-73.8% | $6,691-68.4% |
| Admin fee / account holder | $4,407 | $9,690-54.5% | $7,899-44.2% | $13,402-67.1% |