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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 | $330,603 | $88,596+273.2% | $70,098+371.6% | $134,509+145.8% |
| Participation rate | 21.1% | 74.9%-53.9pp | 70.5%-49.4pp | 81.2%-60.2pp |
| Annual return | -15.48% | 442.67%-458.1pp | 190.76%-206.2pp | 418.13%-433.6pp |
| Employer contribution / active EE | $344 | $3,235-89.4% | $2,560-86.6% | $4,741-92.7% |
| Participant deferral / active EE | $658 | $4,772-86.2% | $3,849-82.9% | $6,400-89.7% |
| Admin fee / account holder | $6,578 | $10,441-37.0% | $6,266+5.0% | $11,427-42.4% |