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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 | $260,917 | $82,678+215.6% | $125,391+108.1% | $68,490+281.0% |
| Participation rate | 64.3% | 75.1%-10.8pp | 82.4%-18.1pp | 67.9%-3.6pp |
| Annual return | -16.85% | -5.97%-10.9pp | 572.41%-589.3pp | -7.85%-9.0pp |
| Employer contribution / active EE | $1,598 | $3,382-52.8% | $4,816-66.8% | $2,597-38.5% |
| Participant deferral / active EE | $4,778 | $6,111-21.8% | $7,448-35.8% | $4,028+18.6% |
| Admin fee / account holder | $2,800 | $6,277-55.4% | $10,009-72.0% | $5,403-48.2% |