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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 | $208,088+26.5% | $186,193+41.4% | $154,746+70.1% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.1%-14.6pp | 80.7%-18.2pp |
| Annual return | 20.15% | 89.97%-69.8pp | 78.03%-57.9pp | 172.34%-152.2pp |
| Employer contribution / active EE | $802 | $4,340-81.5% | $3,918-79.5% | $4,379-81.7% |
| Participant deferral / active EE | $1,087 | $7,078-84.6% | $6,513-83.3% | $6,730-83.9% |
| Admin fee / account holder | $74,451 | $11,698+536.4% | $11,058+573.3% | $14,365+418.3% |