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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 | $308,465 | $175,259+76.0% | $149,723+106.0% | $139,487+121.1% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 14.82% | 166.82%-152.0pp | 134.50%-119.7pp | 373.84%-359.0pp |
| Employer contribution / active EE | $1,678 | $5,478-69.4% | $4,821-65.2% | $4,755-64.7% |
| Participant deferral / active EE | $1,650 | $6,522-74.7% | $5,682-71.0% | $6,713-75.4% |
| Admin fee / account holder | $65,184 | $16,158+303.4% | $13,215+393.3% | $11,407+471.4% |