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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 | $2,239,405 | $183,516+1120.3% | $155,534+1339.8% | $145,884+1435.1% |
| Participation rate | 14.3% | 82.7%-68.4pp | 78.2%-63.9pp | 80.3%-66.0pp |
| Annual return | 9.52% | 61.43%-51.9pp | 64.92%-55.4pp | 551.85%-542.3pp |
| Employer contribution / active EE | $10,120 | $5,315+90.4% | $4,675+116.5% | $4,662+117.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $238,272 | $19,293+1135.0% | $15,900+1398.6% | $13,392+1679.2% |