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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 | $111,535+910.3% | $105,223+970.9% | $137,256+721.0% |
| Participation rate | 69.2% | 78.1%-8.9pp | 75.0%-5.8pp | 80.0%-10.7pp |
| Annual return | 12.33% | 237.85%-225.5pp | 180.65%-168.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $36,543 | $3,939+827.6% | $3,689+890.7% | $4,156+779.3% |
| Participant deferral / active EE | $714 | $5,500-87.0% | $5,072-85.9% | $6,407-88.9% |
| Admin fee / account holder | $140,779 | $9,721+1348.1% | $8,859+1489.2% | $12,270+1047.3% |