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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 | $708,622 | $138,114+413.1% | $125,391+465.1% | $134,545+426.7% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -16.23% | 750.88%-767.1pp | 572.41%-588.6pp | 418.37%-434.6pp |
| Employer contribution / active EE | $31,287 | $5,246+496.4% | $4,816+549.7% | $4,742+559.8% |
| Participant deferral / active EE | $381 | $7,801-95.1% | $7,448-94.9% | $6,401-94.0% |
| Admin fee / account holder | $42,943 | $11,570+271.2% | $10,009+329.1% | $11,431+275.7% |