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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 | $378,296 | $217,432+74.0% | $185,851+103.5% | $167,553+125.8% |
| Participation rate | 25.0% | 86.1%-61.1pp | 81.7%-56.7pp | 82.1%-57.1pp |
| Annual return | 20.59% | 148.43%-127.8pp | 122.11%-101.5pp | 478.89%-458.3pp |
| Employer contribution / active EE | $2,925 | $5,874-50.2% | $5,168-43.4% | $4,840-39.6% |
| Participant deferral / active EE | $1,219 | $6,357-80.8% | $5,569-78.1% | $6,343-80.8% |
| Admin fee / account holder | $3,997 | $19,820-79.8% | $16,245-75.4% | $12,316-67.5% |