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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 | $743,075 | $154,228+381.8% | $145,433+410.9% | $137,256+441.4% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 16.45% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $687 | $4,804-85.7% | $4,554-84.9% | $4,156-83.5% |
| Participant deferral / active EE | $7,237 | $8,216-11.9% | $7,897-8.4% | $6,407+13.0% |
| Admin fee / account holder | $950 | $14,344-93.4% | $13,129-92.8% | $12,270-92.3% |