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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 | $1,558,600 | $110,379+1312.0% | $102,412+1421.9% | $145,884+968.4% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 22.05% | 24.84%-2.8pp | 24.94%-2.9pp | 551.85%-529.8pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $650 | $5,622-88.4% | $5,060-87.2% | $6,690-90.3% |
| Admin fee / account holder | $60,649 | $9,745+522.4% | $8,388+623.1% | $13,392+352.9% |