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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 | $413,867 | $142,392+190.7% | $119,622+246.0% | $134,532+207.6% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -5.95% | -12.46%+6.5pp | -14.98%+9.0pp | 418.27%-424.2pp |
| Employer contribution / active EE | $11,689 | $5,224+123.8% | $4,232+176.2% | $4,741+146.5% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,269 | $13,593-83.3% | $10,328-78.0% | $11,429-80.1% |