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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 | $288,270 | $201,372+43.2% | $184,260+56.4% | $145,884+97.6% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 30.47% | 29.04%+1.4pp | 28.84%+1.6pp | 551.85%-521.4pp |
| Employer contribution / active EE | $2,180 | $7,024-69.0% | $6,427-66.1% | $4,662-53.2% |
| Participant deferral / active EE | $2,180 | $9,808-77.8% | $9,133-76.1% | $6,690-67.4% |
| Admin fee / account holder | $2,976 | $16,362-81.8% | $13,898-78.6% | $13,392-77.8% |