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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 | $256,059 | $167,362+53.0% | $143,799+78.1% | $134,532+90.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -19.30% | 0.47%-19.8pp | -0.04%-19.3pp | 418.27%-437.6pp |
| Employer contribution / active EE | $1,405 | $5,620-75.0% | $4,952-71.6% | $4,741-70.4% |
| Participant deferral / active EE | $4,300 | $6,447-33.3% | $5,638-23.7% | $6,401-32.8% |
| Admin fee / account holder | $33,280 | $18,094+83.9% | $14,677+126.7% | $11,429+191.2% |