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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 | $1,219,298 | $160,070+661.7% | $147,117+728.8% | $145,897+735.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 13.69% | 98.69%-85.0pp | 420.54%-406.9pp | 552.29%-538.6pp |
| Employer contribution / active EE | $5,400 | $5,285+2.2% | $4,932+9.5% | $4,663+15.8% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $72,558 | $15,035+382.6% | $12,993+458.4% | $13,390+441.9% |