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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 | $497,669 | $160,070+210.9% | $147,117+238.3% | $145,897+241.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 18.68% | 98.69%-80.0pp | 420.54%-401.9pp | 552.29%-533.6pp |
| Employer contribution / active EE | $2,410 | $5,285-54.4% | $4,932-51.1% | $4,663-48.3% |
| Participant deferral / active EE | $2,200 | $8,419-73.9% | $8,065-72.7% | $6,689-67.1% |
| Admin fee / account holder | $9,250 | $15,035-38.5% | $12,993-28.8% | $13,390-30.9% |