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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 | $353,091 | $82,288+329.1% | $68,794+413.3% | $134,509+162.5% |
| Participation rate | 63.6% | 75.1%-11.4pp | 69.0%-5.4pp | 81.2%-17.6pp |
| Annual return | -16.73% | -2.19%-14.5pp | -6.37%-10.4pp | 418.13%-434.9pp |
| Employer contribution / active EE | $2,857 | $3,301-13.4% | $2,656+7.6% | $4,741-39.7% |
| Participant deferral / active EE | $2,446 | $4,738-48.4% | $3,941-37.9% | $6,400-61.8% |
| Admin fee / account holder | $1,374 | $6,482-78.8% | $4,934-72.2% | $11,427-88.0% |