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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 | $381,837 | $166,242+129.7% | $165,071+131.3% | $145,884+161.7% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 12.88% | 100.44%-87.6pp | 70.17%-57.3pp | 551.85%-539.0pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,667 | $6,964+10.1% | $6,035+27.0% | $6,690+14.6% |
| Admin fee / account holder | $23,850 | $16,658+43.2% | $12,695+87.9% | $13,392+78.1% |