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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 | $264,103 | $201,259+31.2% | $184,200+43.4% | $145,959+80.9% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 14.65% | 28.98%-14.3pp | 28.80%-14.2pp | 561.95%-547.3pp |
| Employer contribution / active EE | $25,975 | $7,018+270.1% | $6,424+304.3% | $4,661+457.3% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,689-100.0% |
| Admin fee / account holder | $36,131 | $16,372+120.7% | $13,907+159.8% | $13,398+169.7% |