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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 | $254,490 | $167,362+52.1% | $143,799+77.0% | $134,532+89.2% |
| Participation rate | 58.3% | 84.8%-26.5pp | 80.3%-22.0pp | 81.2%-22.9pp |
| Annual return | -18.06% | 0.47%-18.5pp | -0.04%-18.0pp | 418.27%-436.3pp |
| Employer contribution / active EE | $10,875 | $5,620+93.5% | $4,952+119.6% | $4,741+129.4% |
| Participant deferral / active EE | $6,100 | $6,447-5.4% | $5,638+8.2% | $6,401-4.7% |
| Admin fee / account holder | $11,582 | $18,094-36.0% | $14,677-21.1% | $11,429+1.3% |