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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 | $320,130 | $167,533+91.1% | $151,645+111.1% | $134,545+137.9% |
| Participation rate | 44.4% | 88.4%-43.9pp | 87.5%-43.0pp | 81.2%-36.8pp |
| Annual return | -18.78% | 7.81%-26.6pp | 3.34%-22.1pp | 418.37%-437.2pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,798 | $8,985-57.7% | $8,363-54.6% | $6,401-40.7% |
| Admin fee / account holder | $26,366 | $13,781+91.3% | $11,614+127.0% | $11,431+130.7% |