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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 | $258,166 | $167,533+54.1% | $151,645+70.2% | $134,545+91.9% |
| Participation rate | 55.6% | 88.4%-32.8pp | 87.5%-31.9pp | 81.2%-25.7pp |
| Annual return | -20.73% | 7.81%-28.5pp | 3.34%-24.1pp | 418.37%-439.1pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $8,172 | $8,985-9.1% | $8,363-2.3% | $6,401+27.7% |
| Admin fee / account holder | $2,094 | $13,781-84.8% | $11,614-82.0% | $11,431-81.7% |