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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 | $251,723 | $82,678+204.5% | $125,391+100.8% | $68,490+267.5% |
| Participation rate | 47.1% | 75.1%-28.0pp | 82.4%-35.3pp | 67.9%-20.8pp |
| Annual return | -15.34% | -5.97%-9.4pp | 572.41%-587.8pp | -7.85%-7.5pp |
| Employer contribution / active EE | $3,726 | $3,382+10.2% | $4,816-22.6% | $2,597+43.5% |
| Participant deferral / active EE | $11,995 | $6,111+96.3% | $7,448+61.0% | $4,028+197.8% |
| Admin fee / account holder | $30,721 | $6,277+389.4% | $10,009+206.9% | $5,403+468.6% |