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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 | $474,557 | $102,385+363.5% | $147,080+222.7% | $80,935+486.3% |
| Participation rate | 56.7% | 75.9%-19.2pp | 82.2%-25.5pp | 67.7%-11.0pp |
| Annual return | 26.98% | 135.09%-108.1pp | 420.17%-393.2pp | 35.66%-8.7pp |
| Employer contribution / active EE | $500 | $3,717-86.5% | $4,933-89.9% | $2,757-81.9% |
| Participant deferral / active EE | $4,979 | $6,651-25.1% | $8,066-38.3% | $4,299+15.8% |
| Admin fee / account holder | $134,937 | $7,951+1597.0% | $12,989+938.9% | $6,924+1848.7% |