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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 | $705,118 | $156,398+350.8% | $147,318+378.6% | $138,895+407.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 15.58% | 78.75%-63.2pp | 70.43%-54.9pp | 145.39%-129.8pp |
| Employer contribution / active EE | $900 | $4,853-81.5% | $4,593-80.4% | $4,194-78.5% |
| Participant deferral / active EE | $9,813 | $8,237+19.1% | $7,906+24.1% | $6,396+53.4% |
| Admin fee / account holder | $4,357 | $14,976-70.9% | $13,708-68.2% | $12,562-65.3% |