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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 | $331,152 | $165,939+99.6% | $122,354+170.7% | $147,586+124.4% |
| Participation rate | 50.0% | 79.6%-29.6pp | 71.6%-21.6pp | 82.8%-32.8pp |
| Annual return | 11.34% | 34.56%-23.2pp | 30.28%-18.9pp | 578.59%-567.3pp |
| Employer contribution / active EE | $45,972 | $5,754+698.9% | $4,051+1034.8% | $4,876+842.7% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $11,741 | $7,425+58.1% | $5,479+114.3% | $10,886+7.9% |