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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 | $1,022,277 | $43,338+2258.9% | $59,887+1607.0% | $64,173+1493.0% |
| Participation rate | 0.0% | 69.2%-69.2pp | 74.7%-74.7pp | 69.6%-69.6pp |
| Annual return | 9.44% | -1.55%+11.0pp | 3.46%+6.0pp | 7.63%+1.8pp |
| Employer contribution / active EE | $9,740 | $2,030+379.8% | $2,722+257.8% | $2,381+309.1% |
| Participant deferral / active EE | $15 | $2,547-99.4% | $3,402-99.6% | $3,470-99.6% |
| Admin fee / account holder | $69,416 | $3,007+2208.2% | $3,591+1832.9% | $4,887+1320.3% |