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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 | $338,294 | $90,607+273.4% | $79,467+325.7% | $135,380+149.9% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -3.33% | 977.74%-981.1pp | 718.30%-721.6pp | 519.81%-523.1pp |
| Employer contribution / active EE | $299 | $3,068-90.3% | $2,800-89.3% | $4,779-93.7% |
| Participant deferral / active EE | $299 | $4,050-92.6% | $3,704-91.9% | $5,609-94.7% |
| Admin fee / account holder | $4,128 | $5,895-30.0% | $5,104-19.1% | $10,828-61.9% |