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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 | $536,681 | $138,102+288.6% | $125,381+328.0% | $134,532+298.9% |
| Participation rate | 35.7% | 84.5%-48.8pp | 82.4%-46.7pp | 81.2%-45.5pp |
| Annual return | -17.45% | 750.73%-768.2pp | 572.31%-589.8pp | 418.27%-435.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,071 | $7,801-73.4% | $7,448-72.2% | $6,401-67.6% |
| Admin fee / account holder | $605 | $11,568-94.8% | $10,007-94.0% | $11,429-94.7% |