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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 | $364,335 | $208,088+75.1% | $186,193+95.7% | $154,746+135.4% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 15.11% | 89.97%-74.9pp | 78.03%-62.9pp | 172.34%-157.2pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,967 | $7,078-15.7% | $6,513-8.4% | $6,730-11.3% |
| Admin fee / account holder | $20,313 | $11,698+73.6% | $11,058+83.7% | $14,365+41.4% |