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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 | $1,366,079 | $117,829+1059.4% | $102,423+1233.8% | $145,877+836.5% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 20.96% | 31.83%-10.9pp | 29.42%-8.5pp | 551.28%-530.3pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $229 | $5,732-96.0% | $5,054-95.5% | $6,691-96.6% |
| Admin fee / account holder | $40,966 | $13,335+207.2% | $9,455+333.3% | $13,402+205.7% |