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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 | $398,492 | $162,967+144.5% | $135,792+193.5% | $138,895+186.9% |
| Participation rate | 0.0% | 78.3%-78.3pp | 72.6%-72.6pp | 79.9%-79.9pp |
| Annual return | 13.04% | 30.08%-17.0pp | 25.96%-12.9pp | 145.39%-132.4pp |
| Employer contribution / active EE | $35,822 | $4,211+750.7% | $3,496+924.8% | $4,194+754.1% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $33,700 | $15,306+120.2% | $12,266+174.8% | $12,562+168.3% |