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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 | $338,864 | $111,878+202.9% | $93,727+261.5% | $145,897+132.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 10.34% | 204.28%-193.9pp | 133.83%-123.5pp | 552.29%-542.0pp |
| Employer contribution / active EE | $345 | $3,092-88.8% | $2,421-85.8% | $4,663-92.6% |
| Participant deferral / active EE | $7,350 | $4,920+49.4% | $4,417+66.4% | $6,689+9.9% |
| Admin fee / account holder | $7,119 | $10,256-30.6% | $8,292-14.1% | $13,390-46.8% |