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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 | $162,529+378.1% | $130,788+494.1% | $154,746+402.1% |
| Participation rate | 66.7% | 75.9%-9.2pp | 70.1%-3.4pp | 80.7%-14.0pp |
| Annual return | 10.04% | 510.48%-500.4pp | 386.44%-376.4pp | 172.34%-162.3pp |
| Employer contribution / active EE | $20,697 | $4,447+365.4% | $3,558+481.7% | $4,379+372.6% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $12,997 | $7,669+69.5% | $6,673+94.8% | $14,365-9.5% |