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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 | $490,828 | $110,337+344.8% | $102,383+379.4% | $145,877+236.5% |
| Participation rate | 16.7% | 77.9%-61.3pp | 74.5%-57.8pp | 80.3%-63.6pp |
| Annual return | 144.54% | 24.83%+119.7pp | 24.94%+119.6pp | 551.28%-406.7pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,667 | $5,621-70.3% | $5,060-67.1% | $6,691-75.1% |
| Admin fee / account holder | $1,531 | $9,750-84.3% | $8,391-81.8% | $13,402-88.6% |