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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 | $166,131+91.3% | $164,975+92.7% | $145,877+117.9% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 14.01% | 100.37%-86.4pp | 70.12%-56.1pp | 551.28%-537.3pp |
| Employer contribution / active EE | $6,413 | $5,276+21.6% | $4,343+47.7% | $4,663+37.5% |
| Participant deferral / active EE | $1,316 | $6,962-81.1% | $6,033-78.2% | $6,691-80.3% |
| Admin fee / account holder | $58,772 | $16,648+253.0% | $12,688+363.2% | $13,402+338.5% |