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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 | $296,840 | $152,591+94.5% | $117,529+152.6% | $134,545+120.6% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -9.07% | 53.04%-62.1pp | 29.77%-38.8pp | 418.37%-427.4pp |
| Employer contribution / active EE | $6,833 | $5,576+22.5% | $4,179+63.5% | $4,742+44.1% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,628 | $7,004-76.8% | $5,645-71.2% | $11,431-85.8% |