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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 | $983,750 | $88,702+1009.0% | $81,780+1102.9% | $145,978+573.9% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 11.37% | 1029.12%-1017.8pp | 776.27%-764.9pp | 550.52%-539.1pp |
| Employer contribution / active EE | $19,881 | $3,084+544.6% | $2,914+582.3% | $4,662+326.5% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $131,030 | $8,414+1457.2% | $7,384+1674.5% | $13,400+877.8% |