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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 | $1,185,295 | $165,381+616.7% | $149,730+691.6% | $158,966+645.6% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 12.39% | 348.29%-335.9pp | 276.70%-264.3pp | 302.95%-290.6pp |
| Employer contribution / active EE | $2,962 | $5,104-42.0% | $4,645-36.2% | $4,762-37.8% |
| Participant deferral / active EE | $495 | $7,182-93.1% | $6,843-92.8% | $5,983-91.7% |
| Admin fee / account holder | $288,322 | $10,809+2567.3% | $9,310+2996.7% | $11,250+2462.9% |