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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 | $162,136+65.9% | $152,301+76.6% | $154,746+73.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 16.36% | 91.02%-74.7pp | 80.50%-64.1pp | 172.34%-156.0pp |
| Employer contribution / active EE | $4,105 | $4,890-16.1% | $4,624-11.2% | $4,379-6.3% |
| Participant deferral / active EE | $2,333 | $8,341-72.0% | $8,004-70.8% | $6,730-65.3% |
| Admin fee / account holder | $2,951 | $15,759-81.3% | $14,398-79.5% | $14,365-79.5% |