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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 | $752,193 | $100,811+646.1% | $86,698+767.6% | $134,545+459.1% |
| Participation rate | 23.5% | 79.0%-55.4pp | 76.6%-53.1pp | 81.2%-57.7pp |
| Annual return | -18.41% | 29.11%-47.5pp | 35.96%-54.4pp | 418.37%-436.8pp |
| Employer contribution / active EE | $289 | $3,490-91.7% | $2,837-89.8% | $4,742-93.9% |
| Participant deferral / active EE | $1,823 | $5,339-65.9% | $4,656-60.8% | $6,401-71.5% |
| Admin fee / account holder | $33,897 | $10,926+210.2% | $7,492+352.4% | $11,431+196.5% |