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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 | $492,244 | $209,874+134.5% | $189,537+159.7% | $167,536+193.8% |
| Participation rate | 0.0% | 88.7%-88.7pp | 87.8%-87.8pp | 82.1%-82.1pp |
| Annual return | 12.83% | 748.61%-735.8pp | 555.34%-542.5pp | 478.82%-466.0pp |
| Employer contribution / active EE | $6,814 | $6,913-1.4% | $6,161+10.6% | $4,839+40.8% |
| Participant deferral / active EE | $957 | $8,934-89.3% | $8,220-88.4% | $6,342-84.9% |
| Admin fee / account holder | $1,090 | $14,299-92.4% | $12,048-91.0% | $12,315-91.2% |