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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $265,379 | $167,353+58.6% | $143,797+84.6% | $134,545+97.2% |
| Participation rate | 63.6% | 84.8%-21.2pp | 80.3%-16.7pp | 81.2%-17.6pp |
| Annual return | -10.41% | 0.48%-10.9pp | -0.04%-10.4pp | 418.37%-428.8pp |
| Employer contribution / active EE | $2,278 | $5,620-59.5% | $4,952-54.0% | $4,742-52.0% |
| Participant deferral / active EE | $6,125 | $6,447-5.0% | $5,638+8.6% | $6,401-4.3% |
| Admin fee / account holder | $595 | $18,096-96.7% | $14,679-96.0% | $11,431-94.8% |