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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 | $621,824 | $59,443+946.1% | $70,161+786.3% | $75,181+727.1% |
| Participation rate | 0.0% | 71.6%-71.6pp | 78.8%-78.8pp | 67.2%-67.2pp |
| Annual return | 17.54% | 18.53%-1.0pp | 19.08%-1.5pp | 160.69%-143.1pp |
| Employer contribution / active EE | $14,306 | $3,306+332.8% | $4,285+233.9% | $2,671+435.7% |
| Participant deferral / active EE | $0 | $3,653-100.0% | $5,394-100.0% | $4,126-100.0% |
| Admin fee / account holder | $10,295 | $4,397+134.1% | $4,581+124.7% | $5,650+82.2% |