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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 | $264,512 | $167,362+58.0% | $143,799+83.9% | $134,532+96.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -10.42% | 0.47%-10.9pp | -0.04%-10.4pp | 418.27%-428.7pp |
| Employer contribution / active EE | $1,818 | $5,620-67.7% | $4,952-63.3% | $4,741-61.7% |
| Participant deferral / active EE | $7,649 | $6,447+18.6% | $5,638+35.7% | $6,401+19.5% |
| Admin fee / account holder | $1,693 | $18,094-90.6% | $14,677-88.5% | $11,429-85.2% |