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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 | $333,202 | $167,362+99.1% | $143,799+131.7% | $134,532+147.7% |
| Participation rate | 20.0% | 84.8%-64.8pp | 80.3%-60.3pp | 81.2%-61.2pp |
| Annual return | -15.15% | 0.47%-15.6pp | -0.04%-15.1pp | 418.27%-433.4pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $345 | $6,447-94.6% | $5,638-93.9% | $6,401-94.6% |
| Admin fee / account holder | $4,369 | $18,094-75.9% | $14,677-70.2% | $11,429-61.8% |