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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 | $269,403 | $95,975+180.7% | $74,552+261.4% | $135,382+99.0% |
| Participation rate | 37.5% | 75.7%-38.2pp | 69.1%-31.6pp | 82.6%-45.1pp |
| Annual return | -7.52% | 56.96%-64.5pp | 32.53%-40.1pp | 519.77%-527.3pp |
| Employer contribution / active EE | $1,600 | $2,716-41.1% | $1,961-18.4% | $4,779-66.5% |
| Participant deferral / active EE | $6,152 | $3,844+60.1% | $3,108+97.9% | $5,609+9.7% |
| Admin fee / account holder | $634 | $6,522-90.3% | $5,060-87.5% | $10,829-94.1% |