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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 | $254,374 | $167,353+52.0% | $143,797+76.9% | $134,545+89.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -11.80% | 0.48%-12.3pp | -0.04%-11.8pp | 418.37%-430.2pp |
| Employer contribution / active EE | $1,723 | $5,620-69.3% | $4,952-65.2% | $4,742-63.7% |
| Participant deferral / active EE | $6,382 | $6,447-1.0% | $5,638+13.2% | $6,401-0.3% |
| Admin fee / account holder | $1,382 | $18,096-92.4% | $14,679-90.6% | $11,431-87.9% |