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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 | $274,142 | $91,537+199.5% | $130,045+110.8% | $75,173+264.7% |
| Participation rate | 30.0% | 71.5%-41.5pp | 78.5%-48.5pp | 67.2%-37.2pp |
| Annual return | 16.46% | -631.55%+648.0pp | -137.30%+153.8pp | 160.72%-144.3pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,981 | $4,343-8.3% | $5,820-31.6% | $4,126-3.5% |
| Admin fee / account holder | $8,234 | $6,780+21.5% | $10,600-22.3% | $5,651+45.7% |