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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 | $308,389 | $133,998+130.1% | $112,263+174.7% | $134,545+129.2% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -15.73% | 47.17%-62.9pp | 27.49%-43.2pp | 418.37%-434.1pp |
| Employer contribution / active EE | $1,327 | $4,040-67.2% | $3,636-63.5% | $4,742-72.0% |
| Participant deferral / active EE | $5,667 | $5,292+7.1% | $4,729+19.8% | $6,401-11.5% |
| Admin fee / account holder | $54,755 | $7,493+630.8% | $6,410+754.2% | $11,431+379.0% |