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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 | $776,981 | $234,190+231.8% | $180,320+330.9% | $198,609+291.2% |
| Participation rate | 66.7% | 77.1%-10.4pp | 71.5%-4.9pp | 82.4%-15.7pp |
| Annual return | 10.04% | 1057.44%-1047.4pp | 778.54%-768.5pp | 202.70%-192.7pp |
| Employer contribution / active EE | $20,697 | $5,258+293.7% | $4,108+403.9% | $5,055+309.4% |
| Participant deferral / active EE | $0 | $4,988-100.0% | $4,304-100.0% | $6,977-100.0% |
| Admin fee / account holder | $12,997 | $12,558+3.5% | $10,000+30.0% | $19,030-31.7% |