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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 | $298,325 | $95,895+211.1% | $79,576+274.9% | $134,509+121.8% |
| Participation rate | 47.8% | 75.0%-27.2pp | 69.5%-21.7pp | 81.2%-33.4pp |
| Annual return | -20.14% | -2.72%-17.4pp | 0.15%-20.3pp | 418.13%-438.3pp |
| Employer contribution / active EE | $1,164 | $3,128-62.8% | $2,413-51.8% | $4,741-75.5% |
| Participant deferral / active EE | $4,175 | $4,693-11.0% | $3,985+4.8% | $6,400-34.8% |
| Admin fee / account holder | $1,605 | $9,129-82.4% | $6,834-76.5% | $11,427-86.0% |