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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 | $346,674 | $167,353+107.2% | $143,797+141.1% | $134,545+157.7% |
| Participation rate | 64.7% | 84.8%-20.1pp | 80.3%-15.6pp | 81.2%-16.5pp |
| Annual return | -17.72% | 0.48%-18.2pp | -0.04%-17.7pp | 418.37%-436.1pp |
| Employer contribution / active EE | $10,424 | $5,620+85.5% | $4,952+110.5% | $4,742+119.9% |
| Participant deferral / active EE | $7,829 | $6,447+21.4% | $5,638+38.9% | $6,401+22.3% |
| Admin fee / account holder | $2,068 | $18,096-88.6% | $14,679-85.9% | $11,431-81.9% |