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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 | $279,251 | $211,946+31.8% | $169,452+64.8% | $135,380+106.3% |
| Participation rate | 45.5% | 82.6%-37.2pp | 77.8%-32.3pp | 82.6%-37.2pp |
| Annual return | -7.46% | 3.26%-10.7pp | 1.83%-9.3pp | 519.81%-527.3pp |
| Employer contribution / active EE | $780 | $5,117-84.8% | $4,157-81.2% | $4,779-83.7% |
| Participant deferral / active EE | $1,025 | $6,075-83.1% | $5,277-80.6% | $5,609-81.7% |
| Admin fee / account holder | $4,119 | $11,472-64.1% | $9,110-54.8% | $10,828-62.0% |