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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 | $422,484 | $225,673+87.2% | $203,872+107.2% | $155,188+172.2% |
| Participation rate | 54.5% | 80.3%-25.8pp | 77.8%-23.3pp | 80.8%-26.3pp |
| Annual return | 7.63% | 95.91%-88.3pp | 85.11%-77.5pp | 148.84%-141.2pp |
| Employer contribution / active EE | $4,062 | $4,099-0.9% | $3,757+8.1% | $4,248-4.4% |
| Participant deferral / active EE | $545 | $6,893-92.1% | $6,388-91.5% | $6,531-91.6% |
| Admin fee / account holder | $269,791 | $12,327+2088.6% | $11,730+2199.9% | $14,480+1763.2% |