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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 | $337,125 | $172,111+95.9% | $150,298+124.3% | $137,256+145.6% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 49.14% | 69.37%-20.2pp | 62.79%-13.6pp | 220.34%-171.2pp |
| Employer contribution / active EE | $1,365 | $4,636-70.6% | $4,154-67.1% | $4,156-67.2% |
| Participant deferral / active EE | $1,365 | $6,166-77.9% | $5,453-75.0% | $6,407-78.7% |
| Admin fee / account holder | $2,707 | $16,471-83.6% | $14,116-80.8% | $12,270-77.9% |