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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 | $275,595 | $102,422+169.1% | $147,117+87.3% | $80,959+240.4% |
| Participation rate | 69.2% | 75.9%-6.6pp | 82.2%-13.0pp | 67.7%+1.6pp |
| Annual return | 45.60% | 135.16%-89.6pp | 420.54%-374.9pp | 35.67%+9.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,009 | $6,652+50.5% | $8,065+24.1% | $4,300+132.8% |
| Admin fee / account holder | $12,354 | $7,953+55.3% | $12,993-4.9% | $6,925+78.4% |