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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 | $384,525 | $150,447+155.6% | $136,298+182.1% | $147,586+160.5% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 12.54% | 1049.15%-1036.6pp | 5156.27%-5143.7pp | 578.59%-566.1pp |
| Employer contribution / active EE | $19,513 | $5,256+271.2% | $4,696+315.5% | $4,876+300.1% |
| Participant deferral / active EE | $800 | $6,631-87.9% | $6,247-87.2% | $5,439-85.3% |
| Admin fee / account holder | $210,680 | $10,906+1831.8% | $9,244+2179.1% | $10,886+1835.4% |