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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 | $2,869,075 | $227,597+1160.6% | $189,575+1413.4% | $167,536+1612.5% |
| Participation rate | 33.3% | 82.5%-49.2pp | 78.4%-45.1pp | 82.1%-48.8pp |
| Annual return | 18.27% | 78.44%-60.2pp | 64.19%-45.9pp | 478.82%-460.6pp |
| Employer contribution / active EE | $720 | $5,316-86.5% | $4,412-83.7% | $4,839-85.1% |
| Participant deferral / active EE | $720 | $7,002-89.7% | $6,174-88.3% | $6,342-88.6% |
| Admin fee / account holder | $120,000 | $11,877+910.4% | $9,806+1123.8% | $12,315+874.5% |