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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 | $406,617 | $93,117+336.7% | $77,096+427.4% | $134,532+202.2% |
| Participation rate | 30.0% | 74.5%-44.5pp | 67.9%-37.9pp | 81.2%-51.2pp |
| Annual return | -3.18% | 62.67%-65.8pp | 42.35%-45.5pp | 418.27%-421.4pp |
| Employer contribution / active EE | $452 | $3,420-86.8% | $2,814-83.9% | $4,741-90.5% |
| Participant deferral / active EE | $767 | $5,241-85.4% | $4,429-82.7% | $6,401-88.0% |
| Admin fee / account holder | $401 | $6,948-94.2% | $5,428-92.6% | $11,429-96.5% |