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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 | $317,844 | $166,268+91.2% | $165,100+92.5% | $145,897+117.9% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 14.01% | 100.52%-86.5pp | 70.21%-56.2pp | 552.29%-538.3pp |
| Employer contribution / active EE | $6,413 | $5,284+21.4% | $4,348+47.5% | $4,663+37.5% |
| Participant deferral / active EE | $1,316 | $6,964-81.1% | $6,035-78.2% | $6,689-80.3% |
| Admin fee / account holder | $58,772 | $16,659+252.8% | $12,696+362.9% | $13,390+338.9% |