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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 | $322,750 | $134,001+140.9% | $112,258+187.5% | $134,509+139.9% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 81.2%-56.2pp |
| Annual return | -8.90% | 47.15%-56.1pp | 27.47%-36.4pp | 418.13%-427.0pp |
| Employer contribution / active EE | $1,195 | $4,039-70.4% | $3,636-67.1% | $4,741-74.8% |
| Participant deferral / active EE | $3,516 | $5,291-33.5% | $4,728-25.6% | $6,400-45.1% |
| Admin fee / account holder | $1,915 | $7,491-74.4% | $6,411-70.1% | $11,427-83.2% |