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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 | $3,821,709 | $183,592+1981.6% | $155,574+2356.5% | $145,877+2519.8% |
| Participation rate | 12.5% | 82.7%-70.2pp | 78.2%-65.7pp | 80.3%-67.8pp |
| Annual return | 33.55% | 61.37%-27.8pp | 64.87%-31.3pp | 551.28%-517.7pp |
| Employer contribution / active EE | $689 | $5,317-87.0% | $4,676-85.3% | $4,663-85.2% |
| Participant deferral / active EE | $3,802 | $6,466-41.2% | $5,629-32.5% | $6,691-43.2% |
| Admin fee / account holder | $14,437 | $19,316-25.3% | $15,914-9.3% | $13,402+7.7% |