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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 | $1,027,126 | $180,462+469.2% | $154,111+566.5% | $135,379+658.7% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -2.15% | 888.17%-890.3pp | 735.18%-737.3pp | 519.79%-521.9pp |
| Employer contribution / active EE | $7,263 | $6,036+20.3% | $5,298+37.1% | $4,779+52.0% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $49,050 | $16,145+203.8% | $13,411+265.7% | $10,828+353.0% |