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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 | $401,722 | $88,754+352.6% | $81,820+391.0% | $145,877+175.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 209.90% | 1031.77%-821.9pp | 777.93%-568.0pp | 551.28%-341.4pp |
| Employer contribution / active EE | $936 | $3,085-69.7% | $2,915-67.9% | $4,663-79.9% |
| Participant deferral / active EE | $550 | $4,648-88.2% | $4,323-87.3% | $6,691-91.8% |
| Admin fee / account holder | $696 | $8,424-91.7% | $7,391-90.6% | $13,402-94.8% |