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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 | $99,668+162.8% | $86,451+203.0% | $134,545+94.7% |
| Participation rate | 35.7% | 82.1%-46.4pp | 80.3%-44.6pp | 81.2%-45.5pp |
| Annual return | -19.09% | 6789.61%-6808.7pp | 4398.51%-4417.6pp | 418.37%-437.5pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $826 | $7,249-88.6% | $6,953-88.1% | $6,401-87.1% |
| Admin fee / account holder | $17,571 | $8,377+109.8% | $6,734+160.9% | $11,431+53.7% |