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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 | $420,280 | $176,794+137.7% | $146,647+186.6% | $167,553+150.8% |
| Participation rate | 0.0% | 83.6%-83.6pp | 80.1%-80.1pp | 82.1%-82.1pp |
| Annual return | 13.11% | 24.04%-10.9pp | 22.75%-9.6pp | 478.89%-465.8pp |
| Employer contribution / active EE | $15,064 | $5,161+191.9% | $4,137+264.1% | $4,840+211.3% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $47,177 | $13,262+255.7% | $10,281+358.9% | $12,316+283.0% |