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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 | $159,978+80.4% | $147,041+96.3% | $145,978+97.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 20.50% | 98.36%-77.9pp | 419.21%-398.7pp | 550.52%-530.0pp |
| Employer contribution / active EE | $1,254 | $5,288-76.3% | $4,935-74.6% | $4,662-73.1% |
| Participant deferral / active EE | $2,500 | $8,429-70.3% | $8,071-69.0% | $6,690-62.6% |
| Admin fee / account holder | $35,346 | $15,053+134.8% | $13,006+171.8% | $13,400+163.8% |