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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 | $129,737+768.5% | $119,126+845.9% | $154,746+628.2% |
| Participation rate | 69.2% | 78.9%-9.6pp | 75.8%-6.5pp | 80.7%-11.5pp |
| Annual return | 12.33% | 379.08%-366.7pp | 282.11%-269.8pp | 172.34%-160.0pp |
| Employer contribution / active EE | $36,543 | $4,375+735.3% | $4,034+806.0% | $4,379+734.5% |
| Participant deferral / active EE | $714 | $5,842-87.8% | $5,318-86.6% | $6,730-89.4% |
| Admin fee / account holder | $140,779 | $11,961+1077.0% | $10,693+1216.5% | $14,365+880.0% |