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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 | $254,709 | $202,342+25.9% | $172,752+47.4% | $152,897+66.6% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 27.09% | 1029.83%-1002.7pp | 802.97%-775.9pp | 345.43%-318.3pp |
| Employer contribution / active EE | $793 | $5,858-86.5% | $5,144-84.6% | $4,764-83.3% |
| Participant deferral / active EE | $7,207 | $5,948+21.2% | $5,198+38.7% | $5,851+23.2% |
| Admin fee / account holder | $5,348 | $17,111-68.7% | $13,955-61.7% | $11,599-53.9% |