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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 | $346,027 | $167,353+106.8% | $143,797+140.6% | $134,545+157.2% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -20.03% | 0.48%-20.5pp | -0.04%-20.0pp | 418.37%-438.4pp |
| Employer contribution / active EE | $1,736 | $5,620-69.1% | $4,952-65.0% | $4,742-63.4% |
| Participant deferral / active EE | $4,587 | $6,447-28.9% | $5,638-18.6% | $6,401-28.3% |
| Admin fee / account holder | $34,230 | $18,096+89.2% | $14,679+133.2% | $11,431+199.5% |