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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 | $683,040 | $138,102+394.6% | $125,381+444.8% | $134,532+407.7% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $5,142 | $5,245-2.0% | $4,815+6.8% | $4,741+8.5% |
| Participant deferral / active EE | $858 | $7,801-89.0% | $7,448-88.5% | $6,401-86.6% |
| Admin fee / account holder | $4,536 | $11,568-60.8% | $10,007-54.7% | $11,429-60.3% |