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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 | $1,157,593 | $98,776+1071.9% | $149,745+673.0% | $79,856+1349.6% |
| Participation rate | 18.2% | 75.8%-57.6pp | 82.5%-64.3pp | 69.6%-51.5pp |
| Annual return | 13.75% | 27.38%-13.6pp | 276.72%-263.0pp | 31.71%-18.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,303 | $5,681-59.5% | $6,843-66.3% | $3,741-38.4% |
| Admin fee / account holder | $2,498 | $6,053-58.7% | $9,312-73.2% | $5,306-52.9% |