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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 | $430,380 | $111,878+284.7% | $93,727+359.2% | $145,897+195.0% |
| Participation rate | 38.1% | 74.2%-36.1pp | 68.7%-30.6pp | 80.3%-42.2pp |
| Annual return | 15.73% | 204.28%-188.6pp | 133.83%-118.1pp | 552.29%-536.6pp |
| Employer contribution / active EE | $329 | $3,092-89.4% | $2,421-86.4% | $4,663-92.9% |
| Participant deferral / active EE | $1,320 | $4,920-73.2% | $4,417-70.1% | $6,689-80.3% |
| Admin fee / account holder | $1,473 | $10,256-85.6% | $8,292-82.2% | $13,390-89.0% |