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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 | $362,182 | $209,422+72.9% | $178,503+102.9% | $158,982+127.8% |
| Participation rate | 42.9% | 86.4%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 13.58% | 188.81%-175.2pp | 151.12%-137.5pp | 302.99%-289.4pp |
| Employer contribution / active EE | $1,465 | $5,707-74.3% | $5,011-70.8% | $4,763-69.2% |
| Participant deferral / active EE | $1,856 | $5,955-68.8% | $5,202-64.3% | $5,983-69.0% |
| Admin fee / account holder | $25,131 | $17,079+47.1% | $13,987+79.7% | $11,252+123.4% |