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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 | $267,571 | $155,555+72.0% | $146,866+82.2% | $155,188+72.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 16.08% | 115.41%-99.3pp | 102.85%-86.8pp | 148.84%-132.8pp |
| Employer contribution / active EE | $1,110 | $4,647-76.1% | $4,425-74.9% | $4,248-73.9% |
| Participant deferral / active EE | $1,387 | $8,044-82.8% | $7,759-82.1% | $6,531-78.8% |
| Admin fee / account holder | $3,817 | $14,755-74.1% | $13,620-72.0% | $14,480-73.6% |