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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 | $2,141,662 | $160,028+1238.3% | $147,080+1356.1% | $145,884+1368.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.73% | 98.60%-81.9pp | 420.17%-403.4pp | 551.85%-535.1pp |
| Employer contribution / active EE | $27,426 | $5,286+418.9% | $4,933+455.9% | $4,662+488.3% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,629 | $15,030-55.9% | $12,989-49.0% | $13,392-50.5% |