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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 | $291,319 | $160,028+82.0% | $147,080+98.1% | $145,884+99.7% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.49% | 98.60%-87.1pp | 420.17%-408.7pp | 551.85%-540.4pp |
| Employer contribution / active EE | $9,705 | $5,286+83.6% | $4,933+96.7% | $4,662+108.2% |
| Participant deferral / active EE | $958 | $8,422-88.6% | $8,066-88.1% | $6,690-85.7% |
| Admin fee / account holder | $36,239 | $15,030+141.1% | $12,989+179.0% | $13,392+170.6% |