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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 | $268,949 | $154,228+74.4% | $145,433+84.9% | $137,256+95.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 16.36% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $4,105 | $4,804-14.6% | $4,554-9.9% | $4,156-1.2% |
| Participant deferral / active EE | $2,333 | $8,216-71.6% | $7,897-70.5% | $6,407-63.6% |
| Admin fee / account holder | $2,951 | $14,344-79.4% | $13,129-77.5% | $12,270-76.0% |