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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 | $201,344+28.5% | $184,243+40.4% | $145,877+77.4% |
| Participation rate | 57.1% | 87.5%-30.4pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 12.20% | 29.01%-16.8pp | 28.82%-16.6pp | 551.28%-539.1pp |
| Employer contribution / active EE | $10,891 | $7,022+55.1% | $6,427+69.5% | $4,663+133.6% |
| Participant deferral / active EE | $2,777 | $9,807-71.7% | $9,132-69.6% | $6,691-58.5% |
| Admin fee / account holder | $28,442 | $16,382+73.6% | $13,914+104.4% | $13,402+112.2% |