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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 | $538,942 | $197,819+172.4% | $155,789+245.9% | $125,389+329.8% |
| Participation rate | 50.0% | 82.1%-32.1pp | 76.1%-26.1pp | 83.2%-33.2pp |
| Annual return | -2.76% | 86.73%-89.5pp | 71.54%-74.3pp | 282.24%-285.0pp |
| Employer contribution / active EE | $13,447 | $4,850+177.2% | $3,839+250.3% | $4,866+176.3% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,455 | $9,544-84.8% | $7,477-80.5% | $9,541-84.8% |