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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 | $1,183,718 | $107,421+1001.9% | $182,262+549.5% | $94,015+1159.1% |
| Participation rate | 11.1% | 77.8%-66.7pp | 84.2%-73.1pp | 70.8%-59.7pp |
| Annual return | 16.59% | 21.32%-4.7pp | 140.60%-124.0pp | 17.84%-1.3pp |
| Employer contribution / active EE | $476 | $3,448-86.2% | $5,046-90.6% | $2,790-82.9% |
| Participant deferral / active EE | $1,038 | $6,558-84.2% | $8,276-87.5% | $4,249-75.6% |
| Admin fee / account holder | $19,670 | $8,692+126.3% | $16,712+17.7% | $8,951+119.7% |