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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 | $354,053 | $100,911+250.9% | $90,440+291.5% | $158,966+122.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 9.91% | 1726.62%-1716.7pp | 1294.38%-1284.5pp | 302.95%-293.0pp |
| Employer contribution / active EE | $15,061 | $3,690+308.1% | $3,263+361.6% | $4,762+216.2% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $104,466 | $6,507+1505.4% | $5,615+1760.5% | $11,250+828.6% |