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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 | $381,869 | $159,978+138.7% | $147,041+159.7% | $145,978+161.6% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 15.72% | 98.36%-82.6pp | 419.21%-403.5pp | 550.52%-534.8pp |
| Employer contribution / active EE | $1,386 | $5,288-73.8% | $4,935-71.9% | $4,662-70.3% |
| Participant deferral / active EE | $1,386 | $8,429-83.6% | $8,071-82.8% | $6,690-79.3% |
| Admin fee / account holder | $70,744 | $15,053+370.0% | $13,006+443.9% | $13,400+427.9% |