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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 | $258,717 | $201,372+28.5% | $184,260+40.4% | $145,884+77.3% |
| Participation rate | 57.1% | 87.5%-30.3pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 12.20% | 29.04%-16.8pp | 28.84%-16.6pp | 551.85%-539.6pp |
| Employer contribution / active EE | $10,891 | $7,024+55.1% | $6,427+69.4% | $4,662+133.6% |
| Participant deferral / active EE | $2,777 | $9,808-71.7% | $9,133-69.6% | $6,690-58.5% |
| Admin fee / account holder | $28,442 | $16,362+73.8% | $13,898+104.6% | $13,392+112.4% |