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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 | $288,626 | $160,028+80.4% | $147,080+96.2% | $145,884+97.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 20.50% | 98.60%-78.1pp | 420.17%-399.7pp | 551.85%-531.3pp |
| Employer contribution / active EE | $1,254 | $5,286-76.3% | $4,933-74.6% | $4,662-73.1% |
| Participant deferral / active EE | $2,500 | $8,422-70.3% | $8,066-69.0% | $6,690-62.6% |
| Admin fee / account holder | $35,346 | $15,030+135.2% | $12,989+172.1% | $13,392+163.9% |