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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 | $285,457 | $183,592+55.5% | $155,574+83.5% | $145,877+95.7% |
| Participation rate | 45.5% | 82.7%-37.2pp | 78.2%-32.8pp | 80.3%-34.8pp |
| Annual return | 16.54% | 61.37%-44.8pp | 64.87%-48.3pp | 551.28%-534.7pp |
| Employer contribution / active EE | $1,109 | $5,317-79.1% | $4,676-76.3% | $4,663-76.2% |
| Participant deferral / active EE | $740 | $6,466-88.6% | $5,629-86.9% | $6,691-88.9% |
| Admin fee / account holder | $1,846 | $19,316-90.4% | $15,914-88.4% | $13,402-86.2% |