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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 | $263,245 | $183,539+43.4% | $155,556+69.2% | $145,897+80.4% |
| Participation rate | 14.3% | 82.7%-68.4pp | 78.2%-63.9pp | 80.3%-66.0pp |
| Annual return | 9.46% | 61.31%-51.8pp | 64.84%-55.4pp | 552.29%-542.8pp |
| Employer contribution / active EE | $336 | $5,315-93.7% | $4,675-92.8% | $4,663-92.8% |
| Participant deferral / active EE | $2,834 | $6,467-56.2% | $5,631-49.7% | $6,689-57.6% |
| Admin fee / account holder | $2,667 | $19,275-86.2% | $15,885-83.2% | $13,390-80.1% |