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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 | $437,763 | $84,464+418.3% | $61,399+613.0% | $134,509+225.5% |
| Participation rate | 55.6% | 62.2%-6.6pp | 52.6%+3.0pp | 81.2%-25.7pp |
| Annual return | -17.75% | 585.06%-602.8pp | 338.81%-356.6pp | 418.13%-435.9pp |
| Employer contribution / active EE | $11,111 | $1,545+619.4% | $1,159+858.3% | $4,741+134.4% |
| Participant deferral / active EE | $0 | $2,818-100.0% | $2,124-100.0% | $6,400-100.0% |
| Admin fee / account holder | $7,765 | $2,587+200.1% | $2,131+264.4% | $11,427-32.0% |