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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 | $278,193 | $138,114+101.4% | $125,391+121.9% | $134,545+106.8% |
| Participation rate | 56.3% | 84.5%-28.2pp | 82.4%-26.1pp | 81.2%-25.0pp |
| Annual return | -19.72% | 750.88%-770.6pp | 572.41%-592.1pp | 418.37%-438.1pp |
| Employer contribution / active EE | $3,447 | $5,246-34.3% | $4,816-28.4% | $4,742-27.3% |
| Participant deferral / active EE | $2,449 | $7,801-68.6% | $7,448-67.1% | $6,401-61.7% |
| Admin fee / account holder | $4,330 | $11,570-62.6% | $10,009-56.7% | $11,431-62.1% |