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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 | $251,989 | $100,772+150.1% | $86,690+190.7% | $134,493+87.4% |
| Participation rate | 50.0% | 78.9%-28.9pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -19.54% | 29.06%-48.6pp | 35.93%-55.5pp | 418.01%-437.5pp |
| Employer contribution / active EE | $12,500 | $3,490+258.2% | $2,837+340.6% | $4,740+163.7% |
| Participant deferral / active EE | $0 | $5,338-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,674 | $10,920-66.4% | $7,490-50.9% | $11,425-67.8% |