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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 | $449,916 | $138,102+225.8% | $125,381+258.8% | $134,532+234.4% |
| Participation rate | 54.5% | 84.5%-30.0pp | 82.4%-27.8pp | 81.2%-26.7pp |
| Annual return | -4.26% | 750.73%-755.0pp | 572.31%-576.6pp | 418.27%-422.5pp |
| Employer contribution / active EE | $8,160 | $5,245+55.6% | $4,815+69.5% | $4,741+72.1% |
| Participant deferral / active EE | $1,803 | $7,801-76.9% | $7,448-75.8% | $6,401-71.8% |
| Admin fee / account holder | $10,739 | $11,568-7.2% | $10,007+7.3% | $11,429-6.0% |