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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 | $271,403 | $91,537+196.5% | $130,045+108.7% | $75,173+261.0% |
| Participation rate | 64.7% | 71.5%-6.8pp | 78.5%-13.8pp | 67.2%-2.5pp |
| Annual return | 15.96% | -631.55%+647.5pp | -137.30%+153.3pp | 160.72%-144.8pp |
| Employer contribution / active EE | $1,917 | $2,845-32.6% | $4,321-55.6% | $2,671-28.2% |
| Participant deferral / active EE | $5,845 | $4,343+34.6% | $5,820+0.4% | $4,126+41.6% |
| Admin fee / account holder | $2,810 | $6,780-58.5% | $10,600-73.5% | $5,651-50.3% |