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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 | $271,503 | $201,344+34.8% | $184,243+47.4% | $145,877+86.1% |
| Participation rate | 58.3% | 87.5%-29.2pp | 86.8%-28.5pp | 80.3%-22.0pp |
| Annual return | 14.58% | 29.01%-14.4pp | 28.82%-14.2pp | 551.28%-536.7pp |
| Employer contribution / active EE | $875 | $7,022-87.5% | $6,427-86.4% | $4,663-81.2% |
| Participant deferral / active EE | $10,569 | $9,807+7.8% | $9,132+15.7% | $6,691+58.0% |
| Admin fee / account holder | $630 | $16,382-96.2% | $13,914-95.5% | $13,402-95.3% |