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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 | $501,362 | $152,542+228.7% | $117,498+326.7% | $134,509+272.7% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -18.08% | 53.02%-71.1pp | 29.75%-47.8pp | 418.13%-436.2pp |
| Employer contribution / active EE | $9,591 | $5,574+72.1% | $4,178+129.6% | $4,741+102.3% |
| Participant deferral / active EE | $0 | $4,819-100.0% | $4,071-100.0% | $6,400-100.0% |
| Admin fee / account holder | $5,881 | $7,006-16.1% | $5,646+4.2% | $11,427-48.5% |