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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 | $1,126,808 | $171,492+557.1% | $150,734+647.5% | $198,609+467.4% |
| Participation rate | 69.2% | 81.4%-12.2pp | 78.4%-9.2pp | 82.4%-13.1pp |
| Annual return | 12.33% | 804.70%-792.4pp | 600.81%-588.5pp | 202.70%-190.4pp |
| Employer contribution / active EE | $36,543 | $5,470+568.1% | $4,918+643.0% | $5,055+622.8% |
| Participant deferral / active EE | $714 | $6,259-88.6% | $5,610-87.3% | $6,977-89.8% |
| Admin fee / account holder | $140,779 | $17,628+698.6% | $14,905+844.5% | $19,030+639.8% |