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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 | $879,171 | $156,398+462.1% | $147,318+496.8% | $138,895+533.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 16.16% | 78.75%-62.6pp | 70.43%-54.3pp | 145.39%-129.2pp |
| Employer contribution / active EE | $46,667 | $4,853+861.6% | $4,593+916.1% | $4,194+1012.6% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,419 | $14,976-77.2% | $13,708-75.1% | $12,562-72.8% |