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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 | $315,967 | $148,629+112.6% | $135,982+132.4% | $139,487+126.5% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 18.09% | 79.33%-61.2pp | 68.32%-50.2pp | 373.84%-355.7pp |
| Employer contribution / active EE | $4,053 | $5,247-22.7% | $4,859-16.6% | $4,755-14.8% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $8,478 | $12,406-31.7% | $10,767-21.3% | $11,407-25.7% |