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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 | $300,624 | $75,832+296.4% | $147,618+103.7% | $59,633+404.1% |
| Participation rate | 7.1% | 71.6%-64.4pp | 84.6%-77.5pp | 68.7%-61.5pp |
| Annual return | 0.96% | 0.37%+0.6pp | 61.98%-61.0pp | 2041.40%-2040.4pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $232 | $3,131-92.6% | $4,895-95.3% | $3,192-92.7% |
| Admin fee / account holder | $594 | $5,986-90.1% | $11,612-94.9% | $4,297-86.2% |