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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 | $272,015 | $171,492+58.6% | $150,734+80.5% | $198,609+37.0% |
| Participation rate | 21.7% | 81.4%-59.7pp | 78.4%-56.7pp | 82.4%-60.6pp |
| Annual return | 17.06% | 804.70%-787.6pp | 600.81%-583.7pp | 202.70%-185.6pp |
| Employer contribution / active EE | $2,266 | $5,470-58.6% | $4,918-53.9% | $5,055-55.2% |
| Participant deferral / active EE | $2,266 | $6,259-63.8% | $5,610-59.6% | $6,977-67.5% |
| Admin fee / account holder | $1,857 | $17,628-89.5% | $14,905-87.5% | $19,030-90.2% |