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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 | $252,873 | $95,915+163.6% | $79,580+217.8% | $134,532+88.0% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -14.48% | -2.71%-11.8pp | 0.15%-14.6pp | 418.27%-432.7pp |
| Employer contribution / active EE | $2,974 | $3,129-4.9% | $2,413+23.2% | $4,741-37.3% |
| Participant deferral / active EE | $11,452 | $4,693+144.0% | $3,985+187.3% | $6,401+78.9% |
| Admin fee / account holder | $2,585 | $9,132-71.7% | $6,835-62.2% | $11,429-77.4% |