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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 | $345,934 | $95,915+260.7% | $79,580+334.7% | $134,532+157.1% |
| Participation rate | 40.0% | 75.0%-35.0pp | 69.5%-29.5pp | 81.2%-41.2pp |
| Annual return | -19.49% | -2.71%-16.8pp | 0.15%-19.6pp | 418.27%-437.8pp |
| Employer contribution / active EE | $1,023 | $3,129-67.3% | $2,413-57.6% | $4,741-78.4% |
| Participant deferral / active EE | $17,883 | $4,693+281.0% | $3,985+348.7% | $6,401+179.4% |
| Admin fee / account holder | $3,447 | $9,132-62.3% | $6,835-49.6% | $11,429-69.8% |