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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 | $275,437 | $165,381+66.5% | $149,730+84.0% | $158,966+73.3% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 216.41% | 348.29%-131.9pp | 276.70%-60.3pp | 302.95%-86.5pp |
| Employer contribution / active EE | $6,997 | $5,104+37.1% | $4,645+50.6% | $4,762+46.9% |
| Participant deferral / active EE | $67 | $7,182-99.1% | $6,843-99.0% | $5,983-98.9% |
| Admin fee / account holder | $112,842 | $10,809+943.9% | $9,310+1112.0% | $11,250+903.0% |