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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 | $350,891 | $104,251+236.6% | $91,004+285.6% | $147,586+137.8% |
| Participation rate | 60.0% | 78.2%-18.2pp | 75.6%-15.6pp | 82.8%-22.8pp |
| Annual return | 0.00% | 27.06%-27.1pp | 4.60%-4.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $937 | $3,116-69.9% | $2,456-61.8% | $4,876-80.8% |
| Participant deferral / active EE | $2,813 | $4,195-32.9% | $3,548-20.7% | $5,439-48.3% |
| Admin fee / account holder | $1,051 | $8,948-88.3% | $5,417-80.6% | $10,886-90.3% |