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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 | $568,017 | $154,228+268.3% | $145,433+290.6% | $137,256+313.8% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 80.0%-55.0pp |
| Annual return | 15.68% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,201 | $4,804-75.0% | $4,554-73.6% | $4,156-71.1% |
| Participant deferral / active EE | $618 | $8,216-92.5% | $7,897-92.2% | $6,407-90.4% |
| Admin fee / account holder | $27,861 | $14,344+94.2% | $13,129+112.2% | $12,270+127.1% |