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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 | $316,535 | $254,759+24.2% | $216,567+46.2% | $198,609+59.4% |
| Participation rate | 66.7% | 84.5%-17.9pp | 81.6%-15.0pp | 82.4%-15.7pp |
| Annual return | 7.06% | 10.04%-3.0pp | 12.94%-5.9pp | 202.70%-195.6pp |
| Employer contribution / active EE | $3,155 | $6,096-48.3% | $5,216-39.5% | $5,055-37.6% |
| Participant deferral / active EE | $2,306 | $6,948-66.8% | $6,191-62.8% | $6,977-67.0% |
| Admin fee / account holder | $7,286 | $26,311-72.3% | $21,981-66.9% | $19,030-61.7% |