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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 | $264,255 | $160,070+65.1% | $147,117+79.6% | $145,897+81.1% |
| Participation rate | 31.3% | 84.0%-52.8pp | 82.2%-50.9pp | 80.3%-49.1pp |
| Annual return | 16.52% | 98.69%-82.2pp | 420.54%-404.0pp | 552.29%-535.8pp |
| Employer contribution / active EE | $1,453 | $5,285-72.5% | $4,932-70.5% | $4,663-68.8% |
| Participant deferral / active EE | $1,666 | $8,419-80.2% | $8,065-79.3% | $6,689-75.1% |
| Admin fee / account holder | $6,820 | $15,035-54.6% | $12,993-47.5% | $13,390-49.1% |