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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 | $487,545 | $202,342+141.0% | $172,753+182.2% | $152,909+218.8% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 41.17% | 1029.88%-988.7pp | 803.00%-761.8pp | 345.46%-304.3pp |
| Employer contribution / active EE | $2,121 | $5,857-63.8% | $5,144-58.8% | $4,764-55.5% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,101 | $17,112-52.7% | $13,956-42.0% | $11,601-30.2% |