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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 | $367,897 | $69,541+429.0% | $59,899+514.2% | $135,380+171.8% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.7%-14.7pp | 82.6%-22.6pp |
| Annual return | -7.51% | 7.95%-15.5pp | 3.46%-11.0pp | 519.81%-527.3pp |
| Employer contribution / active EE | $155 | $3,236-95.2% | $2,723-94.3% | $4,779-96.8% |
| Participant deferral / active EE | $9,800 | $4,206+133.0% | $3,402+188.0% | $5,609+74.7% |
| Admin fee / account holder | $4,099 | $5,737-28.5% | $3,592+14.1% | $10,828-62.1% |