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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 | $291,755 | $93,124+213.3% | $77,100+278.4% | $134,545+116.8% |
| Participation rate | 25.0% | 74.5%-49.5pp | 67.9%-42.9pp | 81.2%-56.2pp |
| Annual return | -16.30% | 62.68%-79.0pp | 42.35%-58.7pp | 418.37%-434.7pp |
| Employer contribution / active EE | $1,667 | $3,421-51.3% | $2,815-40.8% | $4,742-64.9% |
| Participant deferral / active EE | $2,879 | $5,242-45.1% | $4,430-35.0% | $6,401-55.0% |
| Admin fee / account holder | $10,037 | $6,970+44.0% | $5,443+84.4% | $11,431-12.2% |