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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 | $274,246 | $176,688+55.2% | $130,660+109.9% | $152,897+79.4% |
| Participation rate | 66.7% | 79.0%-12.3pp | 71.7%-5.1pp | 82.5%-15.8pp |
| Annual return | 24.45% | 2693.08%-2668.6pp | 1709.29%-1684.8pp | 345.43%-321.0pp |
| Employer contribution / active EE | $3,333 | $5,743-42.0% | $4,092-18.5% | $4,764-30.0% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,621 | $7,131-49.2% | $5,463-33.7% | $11,599-68.8% |