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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 | $392,653 | $90,607+333.4% | $79,467+394.1% | $135,380+190.0% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -4.00% | 977.74%-981.7pp | 718.30%-722.3pp | 519.81%-523.8pp |
| Employer contribution / active EE | $2,132 | $3,068-30.5% | $2,800-23.9% | $4,779-55.4% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $118,038 | $5,895+1902.3% | $5,104+2212.6% | $10,828+990.1% |