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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 | $343,688 | $211,946+62.2% | $169,452+102.8% | $135,379+153.9% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -8.36% | 3.26%-11.6pp | 1.83%-10.2pp | 519.79%-528.2pp |
| Employer contribution / active EE | $2,951 | $5,117-42.3% | $4,157-29.0% | $4,779-38.3% |
| Participant deferral / active EE | $12,250 | $6,075+101.6% | $5,277+132.1% | $5,609+118.4% |
| Admin fee / account holder | $2,546 | $11,472-77.8% | $9,110-72.1% | $10,828-76.5% |