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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 | $358,679 | $150,442+138.4% | $136,295+163.2% | $147,585+143.0% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 23.73% | 1049.09%-1025.4pp | 5155.97%-5132.2pp | 578.56%-554.8pp |
| Employer contribution / active EE | $248 | $5,256-95.3% | $4,695-94.7% | $4,876-94.9% |
| Participant deferral / active EE | $8,698 | $6,630+31.2% | $6,247+39.2% | $5,439+59.9% |
| Admin fee / account holder | $3,147 | $10,905-71.1% | $9,243-66.0% | $10,885-71.1% |