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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 | $2,399,972 | $85,790+2697.5% | $67,313+3465.4% | $135,379+1672.8% |
| Participation rate | 14.3% | 76.5%-62.2pp | 69.1%-54.8pp | 82.6%-68.4pp |
| Annual return | 6.31% | -0.54%+6.9pp | -4.08%+10.4pp | 519.79%-513.5pp |
| Employer contribution / active EE | $11,009 | $3,487+215.7% | $2,566+329.1% | $4,779+130.4% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $521,387 | $6,392+8056.4% | $4,507+11469.0% | $10,828+4715.2% |