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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 | $320,056 | $102,385+212.6% | $147,080+117.6% | $80,935+295.4% |
| Participation rate | 63.2% | 75.9%-12.7pp | 82.2%-19.0pp | 67.7%-4.4pp |
| Annual return | 28.67% | 135.09%-106.4pp | 420.17%-391.5pp | 35.66%-7.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,961 | $6,651+34.7% | $8,066+11.1% | $4,299+108.4% |
| Admin fee / account holder | $3,119 | $7,951-60.8% | $12,989-76.0% | $6,924-55.0% |