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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 | $251,157 | $183,516+36.9% | $155,534+61.5% | $145,884+72.2% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 14.09% | 61.43%-47.3pp | 64.92%-50.8pp | 551.85%-537.8pp |
| Employer contribution / active EE | $951 | $5,315-82.1% | $4,675-79.7% | $4,662-79.6% |
| Participant deferral / active EE | $3,169 | $6,467-51.0% | $5,630-43.7% | $6,690-52.6% |
| Admin fee / account holder | $577 | $19,293-97.0% | $15,900-96.4% | $13,392-95.7% |