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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $2,710,496 | $175,231+1446.8% | $149,696+1710.7% | $139,466+1843.5% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 21.85% | 166.77%-144.9pp | 134.46%-112.6pp | 373.66%-351.8pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $12,857 | $6,521+97.2% | $5,682+126.3% | $6,712+91.6% |
| Admin fee / account holder | $134,948 | $16,155+735.3% | $13,212+921.4% | $11,409+1082.9% |