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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 | $259,814 | $165,361+57.1% | $149,715+73.5% | $158,950+63.5% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 13.66% | 348.24%-334.6pp | 276.66%-263.0pp | 302.91%-289.2pp |
| Employer contribution / active EE | $227 | $5,103-95.5% | $4,645-95.1% | $4,762-95.2% |
| Participant deferral / active EE | $6,677 | $7,182-7.0% | $6,842-2.4% | $5,983+11.6% |
| Admin fee / account holder | $3,008 | $10,808-72.2% | $9,310-67.7% | $11,248-73.3% |