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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 | $319,877 | $190,916+67.5% | $160,037+99.9% | $134,545+137.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -8.62% | 552.79%-561.4pp | 408.95%-417.6pp | 418.37%-427.0pp |
| Employer contribution / active EE | $1,853 | $4,996-62.9% | $4,226-56.2% | $4,742-60.9% |
| Participant deferral / active EE | $895 | $6,925-87.1% | $6,184-85.5% | $6,401-86.0% |
| Admin fee / account holder | $42,930 | $10,497+309.0% | $8,716+392.5% | $11,431+275.6% |