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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 | $330,027 | $105,866+211.7% | $90,766+263.6% | $134,545+145.3% |
| Participation rate | 57.1% | 78.3%-21.1pp | 75.7%-18.6pp | 81.2%-24.1pp |
| Annual return | 1.43% | -10.99%+12.4pp | -12.16%+13.6pp | 418.37%-416.9pp |
| Employer contribution / active EE | $3,448 | $3,464-0.5% | $2,922+18.0% | $4,742-27.3% |
| Participant deferral / active EE | $7,543 | $5,217+44.6% | $4,565+65.2% | $6,401+17.8% |
| Admin fee / account holder | $3,263 | $13,938-76.6% | $8,446-61.4% | $11,431-71.5% |