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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 | $421,079 | $167,362+151.6% | $143,799+192.8% | $134,532+213.0% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -16.81% | 0.47%-17.3pp | -0.04%-16.8pp | 418.27%-435.1pp |
| Employer contribution / active EE | $2,420 | $5,620-56.9% | $4,952-51.1% | $4,741-49.0% |
| Participant deferral / active EE | $4,620 | $6,447-28.3% | $5,638-18.1% | $6,401-27.8% |
| Admin fee / account holder | $3,547 | $18,094-80.4% | $14,677-75.8% | $11,429-69.0% |