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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 | $254,752 | $135,645+87.8% | $110,243+131.1% | $135,379+88.2% |
| Participation rate | 5.0% | 83.5%-78.5pp | 79.8%-74.8pp | 82.6%-77.6pp |
| Annual return | 2.08% | 513.24%-511.2pp | 314.76%-312.7pp | 519.79%-517.7pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $25 | $5,507-99.5% | $4,672-99.5% | $5,609-99.6% |
| Admin fee / account holder | $38,826 | $11,458+238.9% | $8,548+354.2% | $10,828+258.6% |