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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 | $536,957 | $29,733+1705.9% | $56,025+858.4% | $80,959+563.2% |
| Participation rate | 4.0% | 41.7%-37.7pp | 52.5%-48.5pp | 67.7%-63.7pp |
| Annual return | 16.27% | 35.28%-19.0pp | 1712.69%-1696.4pp | 35.67%-19.4pp |
| Employer contribution / active EE | $53 | $672-92.1% | $1,042-94.9% | $2,757-98.1% |
| Participant deferral / active EE | $370 | $1,229-69.9% | $1,955-81.1% | $4,300-91.4% |
| Admin fee / account holder | $63,035 | $2,434+2490.3% | $2,828+2128.7% | $6,925+810.2% |