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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 | $722,768 | $104,953+588.7% | $84,637+754.0% | $152,909+372.7% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.5%-15.8pp |
| Annual return | 27.60% | 373.94%-346.3pp | 258.82%-231.2pp | 345.46%-317.9pp |
| Employer contribution / active EE | $16,775 | $3,304+407.8% | $2,653+532.2% | $4,764+252.1% |
| Participant deferral / active EE | $0 | $4,691-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $16,952 | $6,244+171.5% | $4,914+245.0% | $11,601+46.1% |