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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 | $1,364,874 | $141,001+868.0% | $112,228+1116.2% | $139,487+878.5% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 20.47% | 32.75%-12.3pp | 30.23%-9.8pp | 373.84%-353.4pp |
| Employer contribution / active EE | $59,616 | $4,285+1291.3% | $3,432+1637.3% | $4,755+1153.8% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $4,800-100.0% | $6,713-100.0% |
| Admin fee / account holder | $531 | $9,959-94.7% | $7,752-93.1% | $11,407-95.3% |