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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 | $327,136 | $196,972+66.1% | $182,262+79.5% | $198,609+64.7% |
| Participation rate | 33.3% | 85.7%-52.4pp | 84.2%-50.9pp | 82.4%-49.0pp |
| Annual return | 10.88% | 158.27%-147.4pp | 140.60%-129.7pp | 202.70%-191.8pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,500 | $8,643-71.1% | $8,276-69.8% | $6,977-64.2% |
| Admin fee / account holder | $14,387 | $18,429-21.9% | $16,712-13.9% | $19,030-24.4% |