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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 | $399,909 | $100,792+296.8% | $86,691+361.3% | $134,509+197.3% |
| Participation rate | 16.7% | 78.9%-62.3pp | 76.6%-59.9pp | 81.2%-64.6pp |
| Annual return | -16.13% | 29.08%-45.2pp | 35.94%-52.1pp | 418.13%-434.3pp |
| Employer contribution / active EE | $4,500 | $3,491+28.9% | $2,837+58.6% | $4,741-5.1% |
| Participant deferral / active EE | $927 | $5,339-82.6% | $4,656-80.1% | $6,400-85.5% |
| Admin fee / account holder | $3,959 | $10,924-63.8% | $7,492-47.2% | $11,427-65.4% |