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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 | $276,194 | $167,362+65.0% | $143,799+92.1% | $134,532+105.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -14.26% | 0.47%-14.7pp | -0.04%-14.2pp | 418.27%-432.5pp |
| Employer contribution / active EE | $2,510 | $5,620-55.4% | $4,952-49.3% | $4,741-47.1% |
| Participant deferral / active EE | $5,709 | $6,447-11.5% | $5,638+1.3% | $6,401-10.8% |
| Admin fee / account holder | $6,281 | $18,094-65.3% | $14,677-57.2% | $11,429-45.0% |