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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 | $445,565 | $166,131+168.2% | $164,975+170.1% | $145,877+205.4% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 16.27% | 100.37%-84.1pp | 70.12%-53.9pp | 551.28%-535.0pp |
| Employer contribution / active EE | $6,010 | $5,276+13.9% | $4,343+38.4% | $4,663+28.9% |
| Participant deferral / active EE | $915 | $6,962-86.9% | $6,033-84.8% | $6,691-86.3% |
| Admin fee / account holder | $3,091 | $16,648-81.4% | $12,688-75.6% | $13,402-76.9% |