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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 | $330,261 | $160,040+106.4% | $147,096+124.5% | $145,877+126.4% |
| Participation rate | 42.1% | 84.0%-41.9pp | 82.2%-40.1pp | 80.3%-38.2pp |
| Annual return | 19.11% | 98.49%-79.4pp | 419.75%-400.6pp | 551.28%-532.2pp |
| Employer contribution / active EE | $2,034 | $5,289-61.6% | $4,936-58.8% | $4,663-56.4% |
| Participant deferral / active EE | $2,200 | $8,429-73.9% | $8,071-72.7% | $6,691-67.1% |
| Admin fee / account holder | $805 | $15,050-94.7% | $13,005-93.8% | $13,402-94.0% |