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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 | $265,402 | $138,076+92.2% | $123,553+114.8% | $135,380+96.0% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -6.84% | 153.70%-160.5pp | 119.21%-126.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $23,633 | $5,152+358.7% | $4,628+410.7% | $4,779+394.5% |
| Participant deferral / active EE | $1,967 | $6,800-71.1% | $6,426-69.4% | $5,609-64.9% |
| Admin fee / account holder | $8,610 | $10,917-21.1% | $9,284-7.3% | $10,828-20.5% |