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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 | $1,038,177 | $96,691+973.7% | $86,656+1098.0% | $139,487+644.3% |
| Participation rate | 20.0% | 74.4%-54.4pp | 71.7%-51.7pp | 80.3%-60.3pp |
| Annual return | 17.17% | 106.87%-89.7pp | 593.09%-575.9pp | 373.84%-356.7pp |
| Employer contribution / active EE | $40,919 | $3,267+1152.5% | $3,025+1252.5% | $4,755+760.6% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $5,377 | $6,414-16.2% | $5,619-4.3% | $11,407-52.9% |