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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 | $263,736 | $162,136+62.7% | $152,301+73.2% | $154,746+70.4% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 16.21% | 91.02%-74.8pp | 80.50%-64.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,363 | $4,890-72.1% | $4,624-70.5% | $4,379-68.9% |
| Participant deferral / active EE | $1,335 | $8,341-84.0% | $8,004-83.3% | $6,730-80.2% |
| Admin fee / account holder | $3,736 | $15,759-76.3% | $14,398-74.1% | $14,365-74.0% |