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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 | $1,367,603 | $138,114+890.2% | $125,391+990.7% | $134,545+916.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -7.97% | 750.88%-758.9pp | 572.41%-580.4pp | 418.37%-426.3pp |
| Employer contribution / active EE | $1,000 | $5,246-80.9% | $4,816-79.2% | $4,742-78.9% |
| Participant deferral / active EE | $1,000 | $7,801-87.2% | $7,448-86.6% | $6,401-84.4% |
| Admin fee / account holder | $131,597 | $11,570+1037.4% | $10,009+1214.8% | $11,431+1051.3% |