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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 | $3,257,542 | $169,356+1823.5% | $129,406+2417.3% | $145,897+2132.8% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 140.05% | 14418.62%-14278.6pp | 9468.18%-9328.1pp | 552.29%-412.2pp |
| Employer contribution / active EE | $34,500 | $5,542+522.5% | $4,155+730.3% | $4,663+639.9% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $12,276 | $9,915+23.8% | $7,689+59.7% | $13,390-8.3% |