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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 | $274,231 | $165,939+65.3% | $122,354+124.1% | $147,586+85.8% |
| Participation rate | 33.3% | 79.6%-46.2pp | 71.6%-38.3pp | 82.8%-49.5pp |
| Annual return | 17.35% | 34.56%-17.2pp | 30.28%-12.9pp | 578.59%-561.2pp |
| Employer contribution / active EE | $38,839 | $5,754+575.0% | $4,051+858.8% | $4,876+696.5% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,013 | $7,425-72.9% | $5,479-63.3% | $10,886-81.5% |