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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 | $1,497,695 | $129,476+1056.7% | $93,515+1501.6% | $158,982+842.1% |
| Participation rate | 20.0% | 71.0%-51.0pp | 66.8%-46.8pp | 82.0%-62.0pp |
| Annual return | 29.93% | 118.56%-88.6pp | 78.21%-48.3pp | 302.99%-273.1pp |
| Employer contribution / active EE | $125 | $2,717-95.4% | $2,077-94.0% | $4,763-97.4% |
| Participant deferral / active EE | $125 | $3,916-96.8% | $3,129-96.0% | $5,983-97.9% |
| Admin fee / account holder | $4,081 | $7,396-44.8% | $5,235-22.1% | $11,252-63.7% |