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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 | $428,521 | $209,428+104.6% | $178,498+140.1% | $158,950+169.6% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 24.05% | 188.78%-164.7pp | 151.09%-127.0pp | 302.91%-278.9pp |
| Employer contribution / active EE | $18,750 | $5,707+228.5% | $5,011+274.2% | $4,762+293.7% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $968 | $17,077-94.3% | $13,985-93.1% | $11,248-91.4% |