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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 | $375,987 | $180,466+108.3% | $154,114+144.0% | $135,382+177.7% |
| Participation rate | 22.2% | 87.4%-65.2pp | 83.0%-60.8pp | 82.6%-60.4pp |
| Annual return | -0.28% | 888.15%-888.4pp | 735.16%-735.4pp | 519.77%-520.1pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $526 | $5,806-90.9% | $5,081-89.7% | $5,609-90.6% |
| Admin fee / account holder | $11,802 | $16,144-26.9% | $13,411-12.0% | $10,829+9.0% |