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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 | $3,278,481 | $234,190+1299.9% | $180,320+1718.1% | $198,609+1550.7% |
| Participation rate | 66.7% | 77.1%-10.4pp | 71.5%-4.9pp | 82.4%-15.7pp |
| Annual return | 6.41% | 1057.44%-1051.0pp | 778.54%-772.1pp | 202.70%-196.3pp |
| Employer contribution / active EE | $16,667 | $5,258+217.0% | $4,108+305.8% | $5,055+229.7% |
| Participant deferral / active EE | $0 | $4,988-100.0% | $4,304-100.0% | $6,977-100.0% |
| Admin fee / account holder | $52,621 | $12,558+319.0% | $10,000+426.2% | $19,030+176.5% |