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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 | $315,986 | $157,304+100.9% | $141,197+123.8% | $152,909+106.6% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | 43.65% | 64.34%-20.7pp | 71.41%-27.8pp | 345.46%-301.8pp |
| Employer contribution / active EE | $24,100 | $5,263+358.0% | $4,736+408.8% | $4,764+405.9% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,286 | $12,126-72.9% | $10,265-68.0% | $11,601-71.7% |