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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 | $286,204 | $209,336+36.7% | $197,124+45.2% | $137,256+108.5% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 15.64% | 48.09%-32.4pp | 44.34%-28.7pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,308 | $6,591-65.0% | $6,227-62.9% | $4,156-44.5% |
| Participant deferral / active EE | $2,708 | $9,614-71.8% | $9,135-70.4% | $6,407-57.7% |
| Admin fee / account holder | $671 | $17,308-96.1% | $16,298-95.9% | $12,270-94.5% |