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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 | $267,817 | $155,555+72.2% | $146,866+82.4% | $155,188+72.6% |
| Participation rate | 30.0% | 84.0%-54.0pp | 82.5%-52.5pp | 80.8%-50.8pp |
| Annual return | 14.48% | 115.41%-100.9pp | 102.85%-88.4pp | 148.84%-134.4pp |
| Employer contribution / active EE | $953 | $4,647-79.5% | $4,425-78.5% | $4,248-77.6% |
| Participant deferral / active EE | $1,639 | $8,044-79.6% | $7,759-78.9% | $6,531-74.9% |
| Admin fee / account holder | $707 | $14,755-95.2% | $13,620-94.8% | $14,480-95.1% |