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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 | $481,439 | $142,409+238.1% | $119,634+302.4% | $134,545+257.8% |
| Participation rate | 12.5% | 82.8%-70.3pp | 79.3%-66.8pp | 81.2%-68.7pp |
| Annual return | 36.18% | -12.46%+48.6pp | -14.98%+51.2pp | 418.37%-382.2pp |
| Employer contribution / active EE | $1,355 | $5,224-74.1% | $4,232-68.0% | $4,742-71.4% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $15,319 | $13,594+12.7% | $10,329+48.3% | $11,431+34.0% |