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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 | $309,435 | $156,398+97.9% | $147,318+110.0% | $138,895+122.8% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 15.80% | 78.75%-63.0pp | 70.43%-54.6pp | 145.39%-129.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,700 | $8,237-42.9% | $7,906-40.6% | $6,396-26.5% |
| Admin fee / account holder | $64,636 | $14,976+331.6% | $13,708+371.5% | $12,562+414.5% |