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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 | $254,320 | $183,978+38.2% | $162,171+56.8% | $152,885+66.3% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.5%-22.5pp |
| Annual return | 21.99% | 150.78%-128.8pp | 115.60%-93.6pp | 345.39%-323.4pp |
| Employer contribution / active EE | $1,627 | $6,370-74.5% | $5,613-71.0% | $4,763-65.8% |
| Participant deferral / active EE | $1,939 | $8,033-75.9% | $7,297-73.4% | $5,851-66.9% |
| Admin fee / account holder | $11,908 | $13,122-9.3% | $10,843+9.8% | $11,598+2.7% |