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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 | $489,286 | $125,237+290.7% | $105,608+363.3% | $145,877+235.4% |
| Participation rate | 57.1% | 77.7%-20.5pp | 75.3%-18.1pp | 80.3%-23.2pp |
| Annual return | 21.62% | 225.76%-204.1pp | 116.50%-94.9pp | 551.28%-529.7pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,198 | $5,711-61.5% | $5,010-56.1% | $6,691-67.2% |
| Admin fee / account holder | $1,939 | $17,287-88.8% | $11,028-82.4% | $13,402-85.5% |