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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 | $295,891 | $134,817+119.5% | $123,973+138.7% | $155,188+90.7% |
| Participation rate | 57.1% | 79.4%-22.3pp | 76.7%-19.5pp | 80.8%-23.7pp |
| Annual return | 10.86% | 515.49%-504.6pp | 388.13%-377.3pp | 148.84%-138.0pp |
| Employer contribution / active EE | $7,436 | $4,425+68.0% | $4,126+80.2% | $4,248+75.1% |
| Participant deferral / active EE | $355 | $5,706-93.8% | $5,247-93.2% | $6,531-94.6% |
| Admin fee / account holder | $2,735 | $13,245-79.4% | $11,799-76.8% | $14,480-81.1% |