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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 | $279,847 | $92,219+203.5% | $76,767+264.5% | $135,380+106.7% |
| Participation rate | 33.3% | 79.8%-46.4pp | 77.0%-43.6pp | 82.6%-49.3pp |
| Annual return | -3.08% | 5.46%-8.5pp | 2.43%-5.5pp | 519.81%-522.9pp |
| Employer contribution / active EE | $25,208 | $3,216+683.9% | $2,485+914.3% | $4,779+427.5% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $40,000 | $10,749+272.1% | $6,675+499.2% | $10,828+269.4% |