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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 | $1,057,853 | $134,001+689.4% | $112,258+842.3% | $134,509+686.5% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | 4.26% | 47.15%-42.9pp | 27.47%-23.2pp | 418.13%-413.9pp |
| Employer contribution / active EE | $19,384 | $4,039+379.9% | $3,636+433.2% | $4,741+308.9% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $322,051 | $7,491+4199.3% | $6,411+4923.1% | $11,427+2718.4% |