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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 | $437,999 | $93,117+370.4% | $77,096+468.1% | $134,532+225.6% |
| Participation rate | 22.2% | 74.5%-52.3pp | 67.9%-45.7pp | 81.2%-59.0pp |
| Annual return | -18.39% | 62.67%-81.1pp | 42.35%-60.7pp | 418.27%-436.7pp |
| Employer contribution / active EE | $1,237 | $3,420-63.8% | $2,814-56.0% | $4,741-73.9% |
| Participant deferral / active EE | $6,000 | $5,241+14.5% | $4,429+35.5% | $6,401-6.3% |
| Admin fee / account holder | $2,138 | $6,948-69.2% | $5,428-60.6% | $11,429-81.3% |