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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 | $1,154,246 | $101,618+1035.9% | $93,063+1140.3% | $137,256+740.9% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 14.64% | 223.95%-209.3pp | 34.15%-19.5pp | 220.34%-205.7pp |
| Employer contribution / active EE | $82,411 | $2,707+2944.2% | $2,476+3228.3% | $4,156+1882.9% |
| Participant deferral / active EE | -$6,786 | $4,279-258.6% | $3,958-271.4% | $6,407-205.9% |
| Admin fee / account holder | $18,991 | $6,198+206.4% | $6,033+214.8% | $12,270+54.8% |