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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 | $1,075,439 | $198,461+441.9% | $170,436+531.0% | $147,585+628.7% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 10.10% | 257.30%-247.2pp | 205.94%-195.8pp | 578.57%-568.5pp |
| Employer contribution / active EE | $5,593 | $6,184-9.6% | $5,433+2.9% | $4,876+14.7% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,185 | $16,852-63.3% | $13,880-55.4% | $10,885-43.2% |