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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 | $829,243 | $157,304+427.2% | $141,197+487.3% | $152,909+442.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 15.39% | 64.34%-49.0pp | 71.41%-56.0pp | 345.46%-330.1pp |
| Employer contribution / active EE | $21,108 | $5,263+301.1% | $4,736+345.7% | $4,764+343.1% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $62,440 | $12,126+414.9% | $10,265+508.3% | $11,601+438.2% |