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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 | $275,089 | $140,592+95.7% | $123,105+123.5% | $125,389+119.4% |
| Participation rate | 64.3% | 88.2%-23.9pp | 86.8%-22.5pp | 83.2%-18.9pp |
| Annual return | -0.82% | 16.80%-17.6pp | 13.22%-14.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,565 | $6,980-6.0% | $6,229+5.4% | $5,352+22.7% |
| Admin fee / account holder | $7,505 | $11,198-33.0% | $9,014-16.7% | $9,541-21.3% |