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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 | $443,552 | $208,088+113.2% | $186,193+138.2% | $154,746+186.6% |
| Participation rate | 40.0% | 80.0%-40.0pp | 77.1%-37.1pp | 80.7%-40.7pp |
| Annual return | 11.67% | 89.97%-78.3pp | 78.03%-66.4pp | 172.34%-160.7pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,688 | $7,078-19.6% | $6,513-12.7% | $6,730-15.5% |
| Admin fee / account holder | $75,753 | $11,698+547.6% | $11,058+585.1% | $14,365+427.3% |