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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 | $316,898 | $165,381+91.6% | $149,730+111.6% | $158,966+99.3% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 8.62% | 348.29%-339.7pp | 276.70%-268.1pp | 302.95%-294.3pp |
| Employer contribution / active EE | $1,224 | $5,104-76.0% | $4,645-73.6% | $4,762-74.3% |
| Participant deferral / active EE | $2,257 | $7,182-68.6% | $6,843-67.0% | $5,983-62.3% |
| Admin fee / account holder | $3,259 | $10,809-69.8% | $9,310-65.0% | $11,250-71.0% |