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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 | $447,584 | $99,921+347.9% | $85,009+426.5% | $145,959+206.7% |
| Participation rate | 18.2% | 74.1%-55.9pp | 67.5%-49.3pp | 80.3%-62.1pp |
| Annual return | 430.35% | 83.89%+346.5pp | 66.47%+363.9pp | 561.95%-131.6pp |
| Employer contribution / active EE | $198 | $3,233-93.9% | $2,728-92.7% | $4,661-95.7% |
| Participant deferral / active EE | $4,955 | $5,293-6.4% | $4,522+9.6% | $6,689-25.9% |
| Admin fee / account holder | $500 | $7,252-93.1% | $6,153-91.9% | $13,398-96.3% |