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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 | $330,306 | $196,972+67.7% | $182,262+81.2% | $198,609+66.3% |
| Participation rate | 62.5% | 85.7%-23.2pp | 84.2%-21.7pp | 82.4%-19.9pp |
| Annual return | 10.75% | 158.27%-147.5pp | 140.60%-129.8pp | 202.70%-191.9pp |
| Employer contribution / active EE | $2,000 | $5,364-62.7% | $5,046-60.4% | $5,055-60.4% |
| Participant deferral / active EE | $3,448 | $8,643-60.1% | $8,276-58.3% | $6,977-50.6% |
| Admin fee / account holder | $104,341 | $18,429+466.2% | $16,712+524.4% | $19,030+448.3% |