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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 | $284,407 | $69,774+307.6% | $67,575+320.9% | $74,459+282.0% |
| Participation rate | 22.3% | 71.4%-49.1pp | 72.9%-50.6pp | 67.2%-44.9pp |
| Annual return | 13.53% | -40.53%+54.1pp | 3528.98%-3515.5pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $1,821 | $2,710-32.8% | $2,736-33.4% | $2,626-30.6% |
| Participant deferral / active EE | $899 | $3,636-75.3% | $4,003-77.5% | $4,350-79.3% |
| Admin fee / account holder | $26,853 | $890+2918.0% | $3,993+572.5% | $1,945+1280.8% |