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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 | $285,278 | $100,811+183.0% | $86,698+229.0% | $134,545+112.0% |
| Participation rate | 45.5% | 79.0%-33.5pp | 76.6%-31.1pp | 81.2%-35.8pp |
| Annual return | -16.99% | 29.11%-46.1pp | 35.96%-53.0pp | 418.37%-435.4pp |
| Employer contribution / active EE | $974 | $3,490-72.1% | $2,837-65.7% | $4,742-79.5% |
| Participant deferral / active EE | $3,298 | $5,339-38.2% | $4,656-29.2% | $6,401-48.5% |
| Admin fee / account holder | $14,538 | $10,926+33.1% | $7,492+94.1% | $11,431+27.2% |