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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 | $201,370+31.2% | $184,256+43.3% | $145,897+81.0% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 14.65% | 29.05%-14.4pp | 28.85%-14.2pp | 552.29%-537.6pp |
| Employer contribution / active EE | $25,975 | $7,024+269.8% | $6,427+304.1% | $4,663+457.1% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $36,131 | $16,364+120.8% | $13,899+159.9% | $13,390+169.8% |