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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 | $326,076 | $73,863+341.5% | $143,797+126.8% | $68,490+376.1% |
| Participation rate | 44.8% | 66.7%-21.8pp | 80.3%-35.5pp | 67.9%-23.1pp |
| Annual return | -12.03% | 0.91%-12.9pp | -0.04%-12.0pp | -7.85%-4.2pp |
| Employer contribution / active EE | $1,614 | $3,185-49.3% | $4,952-67.4% | $2,597-37.8% |
| Participant deferral / active EE | $3,490 | $3,385+3.1% | $5,638-38.1% | $4,028-13.3% |
| Admin fee / account holder | $436 | $5,756-92.4% | $14,679-97.0% | $5,403-91.9% |