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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 | $745,360 | $183,592+306.0% | $155,567+379.1% | $145,959+410.7% |
| Participation rate | 35.7% | 82.7%-47.0pp | 78.2%-42.5pp | 80.3%-44.6pp |
| Annual return | 12.11% | 61.24%-49.1pp | 64.74%-52.6pp | 561.95%-549.8pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $255 | $6,464-96.1% | $5,628-95.5% | $6,689-96.2% |
| Admin fee / account holder | $224,692 | $19,318+1063.1% | $15,916+1311.7% | $13,398+1577.1% |