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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 | $252,243 | $167,362+50.7% | $143,799+75.4% | $134,532+87.5% |
| Participation rate | 61.5% | 84.8%-23.3pp | 80.3%-18.8pp | 81.2%-19.7pp |
| Annual return | -16.22% | 0.47%-16.7pp | -0.04%-16.2pp | 418.27%-434.5pp |
| Employer contribution / active EE | $3,013 | $5,620-46.4% | $4,952-39.2% | $4,741-36.4% |
| Participant deferral / active EE | $5,447 | $6,447-15.5% | $5,638-3.4% | $6,401-14.9% |
| Admin fee / account holder | $1,028 | $18,094-94.3% | $14,677-93.0% | $11,429-91.0% |