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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 | $276,904 | $156,398+77.1% | $147,318+88.0% | $138,895+99.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 13.22% | 78.75%-65.5pp | 70.43%-57.2pp | 145.39%-132.2pp |
| Employer contribution / active EE | $1,764 | $4,853-63.6% | $4,593-61.6% | $4,194-57.9% |
| Participant deferral / active EE | $2,218 | $8,237-73.1% | $7,906-71.9% | $6,396-65.3% |
| Admin fee / account holder | $5,908 | $14,976-60.5% | $13,708-56.9% | $12,562-53.0% |