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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 | $271,805 | $160,028+69.8% | $147,080+84.8% | $145,884+86.3% |
| Participation rate | 23.5% | 84.0%-60.5pp | 82.2%-58.7pp | 80.3%-56.8pp |
| Annual return | 20.62% | 98.60%-78.0pp | 420.17%-399.5pp | 551.85%-531.2pp |
| Employer contribution / active EE | $1,200 | $5,286-77.3% | $4,933-75.7% | $4,662-74.3% |
| Participant deferral / active EE | $1,983 | $8,422-76.5% | $8,066-75.4% | $6,690-70.4% |
| Admin fee / account holder | $6,776 | $15,030-54.9% | $12,989-47.8% | $13,392-49.4% |