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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 | $426,899 | $113,941+274.7% | $94,228+353.1% | $125,388+240.5% |
| Participation rate | 55.6% | 82.9%-27.3pp | 78.8%-23.2pp | 83.2%-27.6pp |
| Annual return | -1.10% | 5.29%-6.4pp | 10.68%-11.8pp | 282.24%-283.3pp |
| Employer contribution / active EE | $1,647 | $4,727-65.2% | $3,587-54.1% | $4,866-66.2% |
| Participant deferral / active EE | $2,224 | $5,179-57.1% | $4,320-48.5% | $5,352-58.4% |
| Admin fee / account holder | $4,044 | $8,392-51.8% | $6,269-35.5% | $9,541-57.6% |