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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 | $320,432 | $213,785+49.9% | $185,441+72.8% | $155,188+106.5% |
| Participation rate | 16.7% | 83.2%-66.6pp | 80.3%-63.6pp | 80.8%-64.1pp |
| Annual return | 9.05% | 19.97%-10.9pp | 20.16%-11.1pp | 148.84%-139.8pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,214 | $6,864-82.3% | $6,152-80.3% | $6,531-81.4% |
| Admin fee / account holder | $153,185 | $21,134+624.8% | $17,890+756.3% | $14,480+957.9% |