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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 | $278,475 | $209,422+33.0% | $178,503+56.0% | $158,982+75.2% |
| Participation rate | 38.5% | 86.4%-47.9pp | 81.9%-43.5pp | 82.0%-43.5pp |
| Annual return | 10.77% | 188.81%-178.0pp | 151.12%-140.3pp | 302.99%-292.2pp |
| Employer contribution / active EE | $5,838 | $5,707+2.3% | $5,011+16.5% | $4,763+22.6% |
| Participant deferral / active EE | $1,565 | $5,955-73.7% | $5,202-69.9% | $5,983-73.8% |
| Admin fee / account holder | $15,297 | $17,079-10.4% | $13,987+9.4% | $11,252+35.9% |