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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 | $329,798 | $100,805+227.2% | $86,698+280.4% | $134,532+145.1% |
| Participation rate | 66.7% | 79.0%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -19.67% | 29.09%-48.8pp | 35.95%-55.6pp | 418.27%-437.9pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $895 | $5,339-83.2% | $4,656-80.8% | $6,401-86.0% |
| Admin fee / account holder | $11,495 | $10,925+5.2% | $7,493+53.4% | $11,429+0.6% |