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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 | $111,785+285.0% | $93,669+359.5% | $145,877+195.0% |
| Participation rate | 38.1% | 74.2%-36.1pp | 68.7%-30.6pp | 80.3%-42.2pp |
| Annual return | 15.73% | 203.79%-188.1pp | 133.59%-117.9pp | 551.28%-535.6pp |
| Employer contribution / active EE | $329 | $3,096-89.4% | $2,424-86.4% | $4,663-92.9% |
| Participant deferral / active EE | $1,320 | $4,919-73.2% | $4,416-70.1% | $6,691-80.3% |
| Admin fee / account holder | $1,473 | $10,256-85.6% | $8,291-82.2% | $13,402-89.0% |