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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 | $391,398 | $81,870+378.1% | $119,608+227.2% | $68,495+471.4% |
| Participation rate | 28.8% | 71.9%-43.1pp | 79.3%-50.4pp | 67.9%-39.1pp |
| Annual return | -11.20% | -23.82%+12.6pp | -14.98%+3.8pp | -7.84%-3.4pp |
| Employer contribution / active EE | $1,569 | $2,692-41.7% | $4,232-62.9% | $2,596-39.6% |
| Participant deferral / active EE | $2,861 | $4,148-31.0% | $5,601-48.9% | $4,028-29.0% |
| Admin fee / account holder | $609 | $6,583-90.7% | $10,326-94.1% | $5,403-88.7% |