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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 | $1,054,572 | $197,603+433.7% | $177,827+493.0% | $158,950+563.5% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 12.35% | 58.76%-46.4pp | 48.32%-36.0pp | 302.91%-290.6pp |
| Employer contribution / active EE | $8,223 | $6,698+22.8% | $5,918+38.9% | $4,762+72.7% |
| Participant deferral / active EE | $0 | $8,404-100.0% | $7,713-100.0% | $5,983-100.0% |
| Admin fee / account holder | $68,305 | $15,402+343.5% | $12,429+449.6% | $11,248+507.2% |