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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 | $156,398+71.2% | $147,318+81.8% | $138,895+92.8% |
| Participation rate | 30.0% | 83.8%-53.8pp | 82.1%-52.1pp | 79.9%-49.9pp |
| Annual return | 14.48% | 78.75%-64.3pp | 70.43%-56.0pp | 145.39%-130.9pp |
| Employer contribution / active EE | $953 | $4,853-80.4% | $4,593-79.2% | $4,194-77.3% |
| Participant deferral / active EE | $1,639 | $8,237-80.1% | $7,906-79.3% | $6,396-74.4% |
| Admin fee / account holder | $707 | $14,976-95.3% | $13,708-94.8% | $12,562-94.4% |