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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 | $3,154,167 | $217,432+1350.6% | $185,851+1597.2% | $167,553+1782.5% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 35.61% | 148.43%-112.8pp | 122.11%-86.5pp | 478.89%-443.3pp |
| Employer contribution / active EE | $20,483 | $5,874+248.7% | $5,168+296.3% | $4,840+323.2% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,304,231 | $19,820+6480.3% | $16,245+7928.5% | $12,316+10489.4% |