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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 | $268,865 | $167,352+60.7% | $143,788+87.0% | $134,509+99.9% |
| Participation rate | 45.5% | 84.8%-39.4pp | 80.3%-34.9pp | 81.2%-35.8pp |
| Annual return | -13.20% | 0.47%-13.7pp | -0.03%-13.2pp | 418.13%-431.3pp |
| Employer contribution / active EE | $3,462 | $5,620-38.4% | $4,952-30.1% | $4,741-27.0% |
| Participant deferral / active EE | $6,719 | $6,447+4.2% | $5,638+19.2% | $6,400+5.0% |
| Admin fee / account holder | $2,753 | $18,091-84.8% | $14,675-81.2% | $11,427-75.9% |