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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 | $301,731 | $167,353+80.3% | $143,797+109.8% | $134,545+124.3% |
| Participation rate | 25.0% | 84.8%-59.8pp | 80.3%-55.3pp | 81.2%-56.2pp |
| Annual return | -15.60% | 0.48%-16.1pp | -0.04%-15.6pp | 418.37%-434.0pp |
| Employer contribution / active EE | $1,200 | $5,620-78.6% | $4,952-75.8% | $4,742-74.7% |
| Participant deferral / active EE | $4,875 | $6,447-24.4% | $5,638-13.5% | $6,401-23.8% |
| Admin fee / account holder | $3,789 | $18,096-79.1% | $14,679-74.2% | $11,431-66.9% |