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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 | $250,385 | $167,362+49.6% | $143,799+74.1% | $134,532+86.1% |
| Participation rate | 63.6% | 84.8%-21.2pp | 80.3%-16.7pp | 81.2%-17.6pp |
| Annual return | -17.49% | 0.47%-18.0pp | -0.04%-17.4pp | 418.27%-435.8pp |
| Employer contribution / active EE | $3,807 | $5,620-32.3% | $4,952-23.1% | $4,741-19.7% |
| Participant deferral / active EE | $8,440 | $6,447+30.9% | $5,638+49.7% | $6,401+31.9% |
| Admin fee / account holder | $2,084 | $18,094-88.5% | $14,677-85.8% | $11,429-81.8% |