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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 | $263,211 | $180,749+45.6% | $160,784+63.7% | $137,256+91.8% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.0%-14.5pp | 80.0%-17.5pp |
| Annual return | 20.15% | 2234.46%-2214.3pp | 1803.92%-1783.8pp | 220.34%-200.2pp |
| Employer contribution / active EE | $802 | $4,155-80.7% | $3,733-78.5% | $4,156-80.7% |
| Participant deferral / active EE | $1,087 | $6,844-84.1% | $6,293-82.7% | $6,407-83.0% |
| Admin fee / account holder | $74,451 | $10,397+616.1% | $9,717+666.2% | $12,270+506.8% |