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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 | $286,974 | $165,399+73.5% | $149,745+91.6% | $158,982+80.5% |
| Participation rate | 20.0% | 84.6%-64.6pp | 82.5%-62.5pp | 82.0%-62.0pp |
| Annual return | 64.91% | 348.34%-283.4pp | 276.72%-211.8pp | 302.99%-238.1pp |
| Employer contribution / active EE | $1,056 | $5,105-79.3% | $4,646-77.3% | $4,763-77.8% |
| Participant deferral / active EE | $1,554 | $7,183-78.4% | $6,843-77.3% | $5,983-74.0% |
| Admin fee / account holder | $3,109 | $10,811-71.2% | $9,312-66.6% | $11,252-72.4% |