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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 | $3,180,142 | $95,917+3215.5% | $79,583+3896.0% | $134,545+2263.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -11.78% | -2.70%-9.1pp | 0.16%-11.9pp | 418.37%-430.1pp |
| Employer contribution / active EE | $28,667 | $3,129+816.1% | $2,414+1087.7% | $4,742+504.6% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $37,175 | $9,132+307.1% | $6,835+443.9% | $11,431+225.2% |