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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 | $272,031 | $73,848+268.4% | $143,799+89.2% | $68,486+297.2% |
| Participation rate | 48.1% | 66.7%-18.6pp | 80.3%-32.2pp | 67.9%-19.8pp |
| Annual return | -17.29% | 0.91%-18.2pp | -0.04%-17.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,665 | $3,184-47.7% | $4,952-66.4% | $2,597-35.9% |
| Participant deferral / active EE | $4,147 | $3,385+22.5% | $5,638-26.4% | $4,028+3.0% |
| Admin fee / account holder | $9,846 | $5,755+71.1% | $14,677-32.9% | $5,404+82.2% |