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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 | $295,523 | $167,352+76.6% | $143,788+105.5% | $134,509+119.7% |
| Participation rate | 61.5% | 84.8%-23.3pp | 80.3%-18.8pp | 81.2%-19.7pp |
| Annual return | -18.21% | 0.47%-18.7pp | -0.03%-18.2pp | 418.13%-436.3pp |
| Employer contribution / active EE | $2,805 | $5,620-50.1% | $4,952-43.4% | $4,741-40.8% |
| Participant deferral / active EE | $6,819 | $6,447+5.8% | $5,638+20.9% | $6,400+6.5% |
| Admin fee / account holder | $1,193 | $18,091-93.4% | $14,675-91.9% | $11,427-89.6% |