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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 | $644,802 | $111,878+476.3% | $93,727+588.0% | $145,897+342.0% |
| Participation rate | 11.1% | 74.2%-63.1pp | 68.7%-57.6pp | 80.3%-69.2pp |
| Annual return | 27.09% | 204.28%-177.2pp | 133.83%-106.7pp | 552.29%-525.2pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $48 | $4,920-99.0% | $4,417-98.9% | $6,689-99.3% |
| Admin fee / account holder | $9,203 | $10,256-10.3% | $8,292+11.0% | $13,390-31.3% |