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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 | $606,159 | $175,259+245.9% | $149,723+304.9% | $139,487+334.6% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 11.49% | 166.82%-155.3pp | 134.50%-123.0pp | 373.84%-362.4pp |
| Employer contribution / active EE | $14,061 | $5,478+156.7% | $4,821+191.6% | $4,755+195.7% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $17,539 | $16,158+8.5% | $13,215+32.7% | $11,407+53.7% |