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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 | $630,585 | $107,030+489.2% | $73,550+757.4% | $147,586+327.3% |
| Participation rate | 50.0% | 66.4%-16.4pp | 54.9%-4.9pp | 82.8%-32.8pp |
| Annual return | 3.13% | 38.25%-35.1pp | -15.16%+18.3pp | 578.59%-575.5pp |
| Employer contribution / active EE | $18,000 | $1,760+922.5% | $1,219+1376.5% | $4,876+269.1% |
| Participant deferral / active EE | $0 | $2,458-100.0% | $1,804-100.0% | $5,439-100.0% |
| Admin fee / account holder | $44,587 | $3,055+1359.4% | $2,320+1822.1% | $10,886+309.6% |