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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $551,602 | $165,399+233.5% | $149,745+268.4% | $158,982+247.0% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 11.25% | 348.34%-337.1pp | 276.72%-265.5pp | 302.99%-291.7pp |
| Employer contribution / active EE | $771 | $5,105-84.9% | $4,646-83.4% | $4,763-83.8% |
| Participant deferral / active EE | $2,992 | $7,183-58.3% | $6,843-56.3% | $5,983-50.0% |
| Admin fee / account holder | $2,996 | $10,811-72.3% | $9,312-67.8% | $11,252-73.4% |