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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 | $258,076 | $202,345+27.5% | $172,755+49.4% | $152,885+68.8% |
| Participation rate | 30.8% | 87.1%-56.3pp | 82.6%-51.9pp | 82.5%-51.7pp |
| Annual return | 12.77% | 1029.77%-1017.0pp | 802.94%-790.2pp | 345.39%-332.6pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $246 | $5,948-95.9% | $5,198-95.3% | $5,851-95.8% |
| Admin fee / account holder | $32,555 | $17,111+90.3% | $13,955+133.3% | $11,598+180.7% |