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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 | $317,422 | $133,981+136.9% | $112,249+182.8% | $134,532+135.9% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -15.86% | 47.16%-63.0pp | 27.48%-43.3pp | 418.27%-434.1pp |
| Employer contribution / active EE | $2,102 | $4,040-48.0% | $3,636-42.2% | $4,741-55.7% |
| Participant deferral / active EE | $5,765 | $5,292+8.9% | $4,729+21.9% | $6,401-9.9% |
| Admin fee / account holder | $2,433 | $7,492-67.5% | $6,412-62.1% | $11,429-78.7% |