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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 | $320,446 | $167,362+91.5% | $143,799+122.8% | $134,532+138.2% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -13.98% | 0.47%-14.5pp | -0.04%-13.9pp | 418.27%-432.2pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,800 | $6,447+52.0% | $5,638+73.8% | $6,401+53.1% |
| Admin fee / account holder | $4,248 | $18,094-76.5% | $14,677-71.1% | $11,429-62.8% |