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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 | $1,038,063 | $176,077+489.5% | $159,455+551.0% | $167,518+519.7% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 13.35% | 331.83%-318.5pp | 263.63%-250.3pp | 478.71%-465.4pp |
| Employer contribution / active EE | $12,708 | $5,298+139.9% | $4,830+163.1% | $4,838+162.7% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $254,521 | $12,556+1927.0% | $10,800+2256.6% | $12,312+1967.2% |