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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 | $223,823+27.9% | $211,142+35.6% | $154,746+85.0% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 15.64% | 50.39%-34.8pp | 46.84%-31.2pp | 172.34%-156.7pp |
| Employer contribution / active EE | $2,308 | $6,787-66.0% | $6,442-64.2% | $4,379-47.3% |
| Participant deferral / active EE | $2,708 | $9,750-72.2% | $9,284-70.8% | $6,730-59.8% |
| Admin fee / account holder | $671 | $19,707-96.6% | $19,076-96.5% | $14,365-95.3% |