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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 | $252,596 | $87,546+188.5% | $75,784+233.3% | $125,389+101.4% |
| Participation rate | 33.3% | 80.2%-46.8pp | 75.8%-42.5pp | 83.2%-49.9pp |
| Annual return | -2.26% | 13.49%-15.7pp | 9.68%-11.9pp | 282.24%-284.5pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,716 | $4,230+82.4% | $3,652+111.3% | $5,352+44.2% |
| Admin fee / account holder | $2,941 | $6,503-54.8% | $5,300-44.5% | $9,541-69.2% |