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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 | $262,134 | $110,083+138.1% | $151,645+72.9% | $68,490+282.7% |
| Participation rate | 50.7% | 84.0%-33.2pp | 87.5%-36.8pp | 67.9%-17.2pp |
| Annual return | -17.82% | -10.12%-7.7pp | 3.34%-21.2pp | -7.85%-10.0pp |
| Employer contribution / active EE | $3,480 | $4,470-22.1% | $6,165-43.5% | $2,597+34.0% |
| Participant deferral / active EE | $6,861 | $6,526+5.1% | $8,363-18.0% | $4,028+70.3% |
| Admin fee / account holder | $11,368 | $7,718+47.3% | $11,614-2.1% | $5,403+110.4% |