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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 | $257,103 | $106,551+141.3% | $91,225+181.8% | $134,532+91.1% |
| Participation rate | 16.7% | 76.8%-60.1pp | 73.2%-56.5pp | 81.2%-64.6pp |
| Annual return | -17.26% | 160.78%-178.0pp | 114.12%-131.4pp | 418.27%-435.5pp |
| Employer contribution / active EE | $485 | $3,331-85.4% | $2,851-83.0% | $4,741-89.8% |
| Participant deferral / active EE | $3,000 | $4,718-36.4% | $4,233-29.1% | $6,401-53.1% |
| Admin fee / account holder | $1,437 | $6,234-76.9% | $5,422-73.5% | $11,429-87.4% |