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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 | $2,509,121 | $160,040+1467.8% | $147,096+1605.8% | $145,877+1620.0% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 14.74% | 98.49%-83.8pp | 419.75%-405.0pp | 551.28%-536.5pp |
| Employer contribution / active EE | $7,293 | $5,289+37.9% | $4,936+47.8% | $4,663+56.4% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $672,113 | $15,050+4365.9% | $13,005+5068.0% | $13,402+4915.0% |