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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 | $670,129 | $102,635+552.9% | $86,209+677.3% | $139,456+380.5% |
| Participation rate | 30.0% | 74.5%-44.5pp | 69.0%-39.0pp | 80.3%-50.3pp |
| Annual return | 167.44% | 1923.53%-1756.1pp | 1169.05%-1001.6pp | 373.45%-206.0pp |
| Employer contribution / active EE | $4,225 | $3,034+39.2% | $2,381+77.4% | $4,753-11.1% |
| Participant deferral / active EE | $993 | $4,677-78.8% | $3,986-75.1% | $6,711-85.2% |
| Admin fee / account holder | $43,276 | $8,661+399.7% | $6,853+531.5% | $11,407+279.4% |