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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 | $507,450 | $217,432+133.4% | $185,849+173.0% | $167,536+202.9% |
| Participation rate | 27.3% | 86.1%-58.8pp | 81.7%-54.4pp | 82.1%-54.8pp |
| Annual return | 14.66% | 148.42%-133.8pp | 122.10%-107.4pp | 478.82%-464.2pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,636 | $6,357-74.3% | $5,569-70.6% | $6,342-74.2% |
| Admin fee / account holder | $4,011 | $19,818-79.8% | $16,244-75.3% | $12,315-67.4% |