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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 | $329,773 | $138,075+138.8% | $123,552+166.9% | $135,379+143.6% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -6.78% | 153.70%-160.5pp | 119.20%-126.0pp | 519.79%-526.6pp |
| Employer contribution / active EE | $12,236 | $5,152+137.5% | $4,628+164.4% | $4,779+156.0% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,705 | $10,917-75.2% | $9,285-70.9% | $10,828-75.0% |