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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 | $296,718 | $46,697+535.4% | $117,533+152.5% | $68,486+333.3% |
| Participation rate | 53.1% | 56.8%-3.7pp | 70.6%-17.5pp | 67.9%-14.8pp |
| Annual return | -11.17% | -14.52%+3.3pp | 29.77%-40.9pp | -7.85%-3.3pp |
| Employer contribution / active EE | $837 | $1,506-44.4% | $4,179-80.0% | $2,597-67.8% |
| Participant deferral / active EE | $4,365 | $2,637+65.5% | $4,072+7.2% | $4,028+8.4% |
| Admin fee / account holder | $6,416 | $4,023+59.5% | $5,647+13.6% | $5,404+18.7% |