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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 | $443,126 | $201,259+120.2% | $184,200+140.6% | $145,959+203.6% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 12.43% | 28.98%-16.6pp | 28.80%-16.4pp | 561.95%-549.5pp |
| Employer contribution / active EE | $29,325 | $7,018+317.9% | $6,424+356.5% | $4,661+529.2% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,779 | $16,372-89.1% | $13,907-87.2% | $13,398-86.7% |