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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 | $279,534 | $142,409+96.3% | $119,634+133.7% | $134,545+107.8% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -14.64% | -12.46%-2.2pp | -14.98%+0.3pp | 418.37%-433.0pp |
| Employer contribution / active EE | $2,362 | $5,224-54.8% | $4,232-44.2% | $4,742-50.2% |
| Participant deferral / active EE | $8,530 | $6,468+31.9% | $5,601+52.3% | $6,401+33.3% |
| Admin fee / account holder | $2,683 | $13,594-80.3% | $10,329-74.0% | $11,431-76.5% |