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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 | $266,469 | $183,592+45.1% | $155,574+71.3% | $145,877+82.7% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 29.15% | 61.37%-32.2pp | 64.87%-35.7pp | 551.28%-522.1pp |
| Employer contribution / active EE | $2,947 | $5,317-44.6% | $4,676-37.0% | $4,663-36.8% |
| Participant deferral / active EE | $1,711 | $6,466-73.5% | $5,629-69.6% | $6,691-74.4% |
| Admin fee / account holder | $7,941 | $19,316-58.9% | $15,914-50.1% | $13,402-40.7% |