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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 | $397,059 | $29,667+1238.4% | $56,441+603.5% | $80,874+391.0% |
| Participation rate | 18.8% | 41.7%-22.8pp | 52.5%-33.7pp | 67.6%-48.8pp |
| Annual return | 10.83% | 35.22%-24.4pp | 1704.21%-1693.4pp | 35.62%-24.8pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,172 | $1,227-4.5% | $1,953-40.0% | $4,297-72.7% |
| Admin fee / account holder | $860 | $2,429-64.6% | $2,829-69.6% | $6,935-87.6% |