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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 | $282,305 | $160,028+76.4% | $147,080+91.9% | $145,884+93.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 14.95% | 98.60%-83.6pp | 420.17%-405.2pp | 551.85%-536.9pp |
| Employer contribution / active EE | $1,800 | $5,286-65.9% | $4,933-63.5% | $4,662-61.4% |
| Participant deferral / active EE | $2,080 | $8,422-75.3% | $8,066-74.2% | $6,690-68.9% |
| Admin fee / account holder | $705 | $15,030-95.3% | $12,989-94.6% | $13,392-94.7% |