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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 | $340,627 | $167,353+103.5% | $143,797+136.9% | $134,545+153.2% |
| Participation rate | 25.0% | 84.8%-59.8pp | 80.3%-55.3pp | 81.2%-56.2pp |
| Annual return | -17.58% | 0.48%-18.1pp | -0.04%-17.5pp | 418.37%-435.9pp |
| Employer contribution / active EE | $1,900 | $5,620-66.2% | $4,952-61.6% | $4,742-59.9% |
| Participant deferral / active EE | $5,688 | $6,447-11.8% | $5,638+0.9% | $6,401-11.2% |
| Admin fee / account holder | $515 | $18,096-97.2% | $14,679-96.5% | $11,431-95.5% |