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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 | $425,882 | $180,462+136.0% | $154,111+176.3% | $135,379+214.6% |
| Participation rate | 21.4% | 87.4%-66.0pp | 83.0%-61.6pp | 82.6%-61.2pp |
| Annual return | -6.65% | 888.17%-894.8pp | 735.18%-741.8pp | 519.79%-526.4pp |
| Employer contribution / active EE | $1,891 | $6,036-68.7% | $5,298-64.3% | $4,779-60.4% |
| Participant deferral / active EE | $1,953 | $5,806-66.4% | $5,081-61.6% | $5,609-65.2% |
| Admin fee / account holder | $1,393 | $16,145-91.4% | $13,411-89.6% | $10,828-87.1% |