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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 | $275,752+3.8% | $256,809+11.4% | $198,609+44.1% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | 15.64% | 34.81%-19.2pp | 32.73%-17.1pp | 202.70%-187.1pp |
| Employer contribution / active EE | $2,308 | $7,721-70.1% | $7,263-68.2% | $5,055-54.3% |
| Participant deferral / active EE | $2,708 | $10,037-73.0% | $9,520-71.6% | $6,977-61.2% |
| Admin fee / account holder | $671 | $25,716-97.4% | $25,146-97.3% | $19,030-96.5% |