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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 | $259,996 | $209,847+23.9% | $189,520+37.2% | $167,518+55.2% |
| Participation rate | 20.0% | 88.7%-68.7pp | 87.8%-67.8pp | 82.1%-62.1pp |
| Annual return | 16.42% | 748.45%-732.0pp | 555.25%-538.8pp | 478.71%-462.3pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,015 | $8,934-66.3% | $8,220-63.3% | $6,342-52.5% |
| Admin fee / account holder | $1,658 | $14,295-88.4% | $12,046-86.2% | $12,312-86.5% |