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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 | $579,849 | $138,102+319.9% | $125,381+362.5% | $134,532+331.0% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -9.06% | 750.73%-759.8pp | 572.31%-581.4pp | 418.27%-427.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,987 | $7,801-74.5% | $7,448-73.3% | $6,401-69.0% |
| Admin fee / account holder | $409,670 | $11,568+3441.4% | $10,007+3993.8% | $11,429+3484.6% |