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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 | $475,564 | $99,011+380.3% | $86,582+449.3% | $147,586+222.2% |
| Participation rate | 0.0% | 76.3%-76.3pp | 73.5%-73.5pp | 82.8%-82.8pp |
| Annual return | 10.09% | 1312.75%-1302.7pp | 965.08%-955.0pp | 578.59%-568.5pp |
| Employer contribution / active EE | $3,783 | $3,132+20.8% | $2,839+33.2% | $4,876-22.4% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,324 | $5,709-6.7% | $4,904+8.6% | $10,886-51.1% |