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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $403,881 | $133,981+201.4% | $112,249+259.8% | $134,532+200.2% |
| Participation rate | 35.3% | 78.6%-43.3pp | 75.1%-39.8pp | 81.2%-45.9pp |
| Annual return | -13.77% | 47.16%-60.9pp | 27.48%-41.3pp | 418.27%-432.0pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $439 | $5,292-91.7% | $4,729-90.7% | $6,401-93.1% |
| Admin fee / account holder | $2,079 | $7,492-72.2% | $6,412-67.6% | $11,429-81.8% |