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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 | $518,453 | $84,741+511.8% | $75,731+584.6% | $167,553+209.4% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.8%-74.8pp | 82.1%-82.1pp |
| Annual return | 15.44% | 199.72%-184.3pp | 104.65%-89.2pp | 478.89%-463.5pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $800 | $4,577-82.5% | $3,820-79.1% | $6,343-87.4% |
| Admin fee / account holder | $8,437 | $5,361+57.4% | $3,620+133.1% | $12,316-31.5% |