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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 | $250,284 | $91,536+173.4% | $130,062+92.4% | $75,177+232.9% |
| Participation rate | 24.0% | 71.5%-47.5pp | 78.5%-54.5pp | 67.2%-43.2pp |
| Annual return | 22.51% | -631.62%+654.1pp | -137.37%+159.9pp | 160.75%-138.2pp |
| Employer contribution / active EE | $773 | $2,845-72.8% | $4,322-82.1% | $2,671-71.1% |
| Participant deferral / active EE | $2,357 | $4,343-45.7% | $5,821-59.5% | $4,126-42.9% |
| Admin fee / account holder | $2,067 | $6,780-69.5% | $10,601-80.5% | $5,651-63.4% |