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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 | $530,395 | $167,352+216.9% | $143,788+268.9% | $134,509+294.3% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -13.51% | 0.47%-14.0pp | -0.03%-13.5pp | 418.13%-431.6pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,111 | $6,447-82.8% | $5,638-80.3% | $6,400-82.6% |
| Admin fee / account holder | $34,495 | $18,091+90.7% | $14,675+135.1% | $11,427+201.9% |