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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 | $804,010 | $215,361+273.3% | $171,082+370.0% | $273,972+193.5% |
| Participation rate | 66.7% | 82.0%-15.4pp | 76.7%-10.0pp | 83.0%-16.3pp |
| Annual return | 1.84% | 25.14%-23.3pp | 32.56%-30.7pp | 41.46%-39.6pp |
| Employer contribution / active EE | $13,583 | $4,967+173.5% | $4,002+239.4% | $4,869+179.0% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $41,371 | $10,846+281.4% | $8,520+385.6% | $10,133+308.3% |