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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 | $618,791 | $102,393+504.3% | $147,041+320.8% | $80,911+664.8% |
| Participation rate | 16.4% | 75.9%-59.5pp | 82.2%-65.8pp | 67.6%-51.3pp |
| Annual return | 33.07% | 134.95%-101.9pp | 419.21%-386.1pp | 35.63%-2.6pp |
| Employer contribution / active EE | $846 | $3,715-77.2% | $4,935-82.9% | $2,756-69.3% |
| Participant deferral / active EE | $3,353 | $6,647-49.5% | $8,071-58.5% | $4,297-22.0% |
| Admin fee / account holder | $11,162 | $7,943+40.5% | $13,006-14.2% | $6,935+61.0% |