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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 | $292,746 | $138,114+112.0% | $125,391+133.5% | $134,545+117.6% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -18.07% | 750.88%-769.0pp | 572.41%-590.5pp | 418.37%-436.4pp |
| Employer contribution / active EE | $1,122 | $5,246-78.6% | $4,816-76.7% | $4,742-76.3% |
| Participant deferral / active EE | $1,909 | $7,801-75.5% | $7,448-74.4% | $6,401-70.2% |
| Admin fee / account holder | $914 | $11,570-92.1% | $10,009-90.9% | $11,431-92.0% |