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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 | $3,306,074 | $183,516+1701.5% | $155,534+2025.6% | $145,884+2166.2% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 15.80% | 61.43%-45.6pp | 64.92%-49.1pp | 551.85%-536.0pp |
| Employer contribution / active EE | $1,990 | $5,315-62.5% | $4,675-57.4% | $4,662-57.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $109,089 | $19,293+465.4% | $15,900+586.1% | $13,392+714.6% |