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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 | $301,246 | $159,978+88.3% | $147,041+104.9% | $145,978+106.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 13.34% | 98.36%-85.0pp | 419.21%-405.9pp | 550.52%-537.2pp |
| Employer contribution / active EE | $864 | $5,288-83.7% | $4,935-82.5% | $4,662-81.5% |
| Participant deferral / active EE | $7,888 | $8,429-6.4% | $8,071-2.3% | $6,690+17.9% |
| Admin fee / account holder | $20,385 | $15,053+35.4% | $13,006+56.7% | $13,400+52.1% |