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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 | $646,046 | $148,629+334.7% | $135,982+375.1% | $139,487+363.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 14.92% | 79.33%-64.4pp | 68.32%-53.4pp | 373.84%-358.9pp |
| Employer contribution / active EE | $1,364 | $5,247-74.0% | $4,859-71.9% | $4,755-71.3% |
| Participant deferral / active EE | $338 | $8,102-95.8% | $7,760-95.6% | $6,713-95.0% |
| Admin fee / account holder | $16,806 | $12,406+35.5% | $10,767+56.1% | $11,407+47.3% |