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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 | $309,605 | $105,867+192.4% | $90,760+241.1% | $134,532+130.1% |
| Participation rate | 26.7% | 78.3%-51.6pp | 75.7%-49.0pp | 81.2%-54.6pp |
| Annual return | -15.86% | -10.99%-4.9pp | -12.16%-3.7pp | 418.27%-434.1pp |
| Employer contribution / active EE | $1,294 | $3,464-62.6% | $2,922-55.7% | $4,741-72.7% |
| Participant deferral / active EE | $6,333 | $5,217+21.4% | $4,565+38.7% | $6,401-1.1% |
| Admin fee / account holder | $2,909 | $13,936-79.1% | $8,444-65.5% | $11,429-74.5% |