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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 | $261,855 | $201,344+30.1% | $184,243+42.1% | $145,877+79.5% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 15.26% | 29.01%-13.7pp | 28.82%-13.6pp | 551.28%-536.0pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,600 | $9,807-42.9% | $9,132-38.7% | $6,691-16.3% |
| Admin fee / account holder | $1,280 | $16,382-92.2% | $13,914-90.8% | $13,402-90.5% |