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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 | $422,279 | $211,105+100.0% | $178,449+136.6% | $145,978+189.3% |
| Participation rate | 69.2% | 80.8%-11.6pp | 77.1%-7.9pp | 80.3%-11.1pp |
| Annual return | 9.08% | 30.19%-21.1pp | 27.09%-18.0pp | 550.52%-541.4pp |
| Employer contribution / active EE | $17,988 | $4,569+293.7% | $3,951+355.3% | $4,662+285.9% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,277-100.0% | $6,690-100.0% |
| Admin fee / account holder | $823 | $12,017-93.2% | $10,362-92.1% | $13,400-93.9% |