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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 | $253,450 | $93,124+172.2% | $77,100+228.7% | $134,545+88.4% |
| Participation rate | 33.3% | 74.5%-41.2pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | -20.69% | 62.68%-83.4pp | 42.35%-63.0pp | 418.37%-439.1pp |
| Employer contribution / active EE | $564 | $3,421-83.5% | $2,815-80.0% | $4,742-88.1% |
| Participant deferral / active EE | $7,103 | $5,242+35.5% | $4,430+60.4% | $6,401+11.0% |
| Admin fee / account holder | $737 | $6,970-89.4% | $5,443-86.5% | $11,431-93.6% |