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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 | $473,560 | $190,862+148.1% | $159,991+196.0% | $134,509+252.1% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.0%-44.6pp | 81.2%-47.9pp |
| Annual return | -16.66% | 552.59%-569.2pp | 408.82%-425.5pp | 418.13%-434.8pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,833 | $6,924-1.3% | $6,183+10.5% | $6,400+6.8% |
| Admin fee / account holder | $5,509 | $10,495-47.5% | $8,715-36.8% | $11,427-51.8% |