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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 | $318,961 | $129,959+145.4% | $104,301+205.8% | $134,532+137.1% |
| Participation rate | 60.0% | 79.5%-19.5pp | 73.3%-13.3pp | 81.2%-21.2pp |
| Annual return | -19.87% | 42.04%-61.9pp | 24.61%-44.5pp | 418.27%-438.1pp |
| Employer contribution / active EE | $1,464 | $4,185-65.0% | $3,373-56.6% | $4,741-69.1% |
| Participant deferral / active EE | $4,800 | $5,589-14.1% | $4,626+3.8% | $6,401-25.0% |
| Admin fee / account holder | $4,312 | $9,325-53.8% | $7,340-41.3% | $11,429-62.3% |