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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 | $342,018 | $196,972+73.6% | $182,262+87.7% | $198,609+72.2% |
| Participation rate | 68.2% | 85.7%-17.5pp | 84.2%-16.0pp | 82.4%-14.2pp |
| Annual return | 17.87% | 158.27%-140.4pp | 140.60%-122.7pp | 202.70%-184.8pp |
| Employer contribution / active EE | $1,764 | $5,364-67.1% | $5,046-65.0% | $5,055-65.1% |
| Participant deferral / active EE | $3,510 | $8,643-59.4% | $8,276-57.6% | $6,977-49.7% |
| Admin fee / account holder | $18,316 | $18,429-0.6% | $16,712+9.6% | $19,030-3.8% |