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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 | $1,214,276 | $217,432+458.5% | $185,849+553.4% | $167,536+624.8% |
| Participation rate | 33.3% | 86.1%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 17.39% | 148.42%-131.0pp | 122.10%-104.7pp | 478.82%-461.4pp |
| Employer contribution / active EE | $12,000 | $5,875+104.3% | $5,169+132.2% | $4,839+148.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $6,603 | $19,818-66.7% | $16,244-59.4% | $12,315-46.4% |