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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 | $588,126 | $165,584+255.2% | $142,942+311.4% | $137,256+328.5% |
| Participation rate | 40.0% | 80.1%-40.1pp | 76.8%-36.8pp | 80.0%-40.0pp |
| Annual return | 16.90% | 164.22%-147.3pp | 113.70%-96.8pp | 220.34%-203.4pp |
| Employer contribution / active EE | $670 | $4,725-85.8% | $4,139-83.8% | $4,156-83.9% |
| Participant deferral / active EE | $1,641 | $8,194-80.0% | $7,128-77.0% | $6,407-74.4% |
| Admin fee / account holder | $25,064 | $16,167+55.0% | $12,475+100.9% | $12,270+104.3% |