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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 | $404,426 | $45,872+781.6% | $77,096+424.6% | $68,486+490.5% |
| Participation rate | 15.2% | 55.9%-40.7pp | 67.9%-52.7pp | 67.9%-52.7pp |
| Annual return | -10.72% | 1.73%-12.4pp | 42.35%-53.1pp | -7.85%-2.9pp |
| Employer contribution / active EE | $425 | $1,650-74.3% | $2,814-84.9% | $2,597-83.6% |
| Participant deferral / active EE | $3,107 | $2,963+4.9% | $4,429-29.8% | $4,028-22.8% |
| Admin fee / account holder | $4,243 | $3,041+39.5% | $5,428-21.8% | $5,404-21.5% |