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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 | $256,076 | $100,792+154.1% | $86,691+195.4% | $134,509+90.4% |
| Participation rate | 50.0% | 78.9%-28.9pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -18.09% | 29.08%-47.2pp | 35.94%-54.0pp | 418.13%-436.2pp |
| Employer contribution / active EE | $1,007 | $3,491-71.1% | $2,837-64.5% | $4,741-78.8% |
| Participant deferral / active EE | $2,131 | $5,339-60.1% | $4,656-54.2% | $6,400-66.7% |
| Admin fee / account holder | $5,123 | $10,924-53.1% | $7,492-31.6% | $11,427-55.2% |