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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 | $380,615 | $160,040+137.8% | $147,096+158.8% | $145,877+160.9% |
| Participation rate | 42.1% | 84.0%-41.9pp | 82.2%-40.1pp | 80.3%-38.2pp |
| Annual return | 9.72% | 98.49%-88.8pp | 419.75%-410.0pp | 551.28%-541.6pp |
| Employer contribution / active EE | $135 | $5,289-97.4% | $4,936-97.3% | $4,663-97.1% |
| Participant deferral / active EE | $6,982 | $8,429-17.2% | $8,071-13.5% | $6,691+4.4% |
| Admin fee / account holder | $9,897 | $15,050-34.2% | $13,005-23.9% | $13,402-26.2% |