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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 | $261,913 | $99,647+162.8% | $86,439+203.0% | $134,493+94.7% |
| Participation rate | 35.7% | 82.1%-46.3pp | 80.3%-44.6pp | 81.2%-45.5pp |
| Annual return | -19.09% | 6784.13%-6803.2pp | 4395.55%-4414.6pp | 418.01%-437.1pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $826 | $7,246-88.6% | $6,952-88.1% | $6,400-87.1% |
| Admin fee / account holder | $17,571 | $8,373+109.9% | $6,732+161.0% | $11,425+53.8% |