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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 | $88,778+1008.1% | $81,844+1102.0% | $145,884+574.3% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 11.37% | 1033.03%-1021.7pp | 778.87%-767.5pp | 551.85%-540.5pp |
| Employer contribution / active EE | $19,881 | $3,087+544.0% | $2,916+581.7% | $4,662+326.4% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $131,030 | $8,430+1454.3% | $7,355+1681.4% | $13,392+878.4% |