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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 | $338,885 | $196,972+72.0% | $182,262+85.9% | $198,609+70.6% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 9.82% | 158.27%-148.5pp | 140.60%-130.8pp | 202.70%-192.9pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $9,567 | $8,643+10.7% | $8,276+15.6% | $6,977+37.1% |
| Admin fee / account holder | $17,296 | $18,429-6.1% | $16,712+3.5% | $19,030-9.1% |