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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 | $260,436 | $159,978+62.8% | $147,041+77.1% | $145,978+78.4% |
| Participation rate | 53.3% | 84.0%-30.7pp | 82.2%-28.8pp | 80.3%-27.0pp |
| Annual return | 24.51% | 98.36%-73.9pp | 419.21%-394.7pp | 550.52%-526.0pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,560 | $8,429+25.3% | $8,071+30.8% | $6,690+57.9% |
| Admin fee / account holder | $130,144 | $15,053+764.6% | $13,006+900.6% | $13,400+871.2% |