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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 | $262,237 | $133,981+95.7% | $112,249+133.6% | $134,532+94.9% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -13.88% | 47.16%-61.0pp | 27.48%-41.4pp | 418.27%-432.1pp |
| Employer contribution / active EE | $1,865 | $4,040-53.8% | $3,636-48.7% | $4,741-60.7% |
| Participant deferral / active EE | $8,786 | $5,292+66.0% | $4,729+85.8% | $6,401+37.3% |
| Admin fee / account holder | $1,756 | $7,492-76.6% | $6,412-72.6% | $11,429-84.6% |