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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 | $286,590 | $162,136+76.8% | $152,301+88.2% | $154,746+85.2% |
| Participation rate | 41.7% | 84.1%-42.4pp | 82.4%-40.8pp | 80.7%-39.0pp |
| Annual return | 16.49% | 91.02%-74.5pp | 80.50%-64.0pp | 172.34%-155.9pp |
| Employer contribution / active EE | $1,101 | $4,890-77.5% | $4,624-76.2% | $4,379-74.9% |
| Participant deferral / active EE | $2,028 | $8,341-75.7% | $8,004-74.7% | $6,730-69.9% |
| Admin fee / account holder | $2,438 | $15,759-84.5% | $14,398-83.1% | $14,365-83.0% |