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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 | $382,421 | $87,016+339.5% | $63,244+504.7% | $125,389+205.0% |
| Participation rate | 33.3% | 77.1%-43.7pp | 71.0%-37.7pp | 83.2%-49.9pp |
| Annual return | 0.33% | 21.71%-21.4pp | -70.31%+70.6pp | 282.24%-281.9pp |
| Employer contribution / active EE | $2,650 | $3,601-26.4% | $2,322+14.1% | $4,866-45.5% |
| Participant deferral / active EE | $4,000 | $3,939+1.5% | $2,953+35.4% | $5,352-25.3% |
| Admin fee / account holder | $14,137 | $11,954+18.3% | $5,893+139.9% | $9,541+48.2% |