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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 | $286,443 | $105,867+170.6% | $90,760+215.6% | $134,532+112.9% |
| Participation rate | 62.5% | 78.3%-15.8pp | 75.7%-13.2pp | 81.2%-18.7pp |
| Annual return | -13.56% | -10.99%-2.6pp | -12.16%-1.4pp | 418.27%-431.8pp |
| Employer contribution / active EE | $2,095 | $3,464-39.5% | $2,922-28.3% | $4,741-55.8% |
| Participant deferral / active EE | $6,969 | $5,217+33.6% | $4,565+52.7% | $6,401+8.9% |
| Admin fee / account holder | $2,625 | $13,936-81.2% | $8,444-68.9% | $11,429-77.0% |