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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 | $313,898 | $198,457+58.2% | $170,435+84.2% | $147,586+112.7% |
| Participation rate | 0.0% | 88.0%-88.0pp | 83.6%-83.6pp | 82.8%-82.8pp |
| Annual return | 12.92% | 257.30%-244.4pp | 205.94%-193.0pp | 578.59%-565.7pp |
| Employer contribution / active EE | $28,244 | $6,183+356.8% | $5,432+419.9% | $4,876+479.2% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $264,163 | $16,852+1467.5% | $13,881+1803.1% | $10,886+2326.7% |