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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 | $338,297 | $167,362+102.1% | $143,799+135.3% | $134,532+151.5% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -17.61% | 0.47%-18.1pp | -0.04%-17.6pp | 418.27%-435.9pp |
| Employer contribution / active EE | $3,958 | $5,620-29.6% | $4,952-20.1% | $4,741-16.5% |
| Participant deferral / active EE | $18,867 | $6,447+192.6% | $5,638+234.6% | $6,401+194.7% |
| Admin fee / account holder | $3,447 | $18,094-81.0% | $14,677-76.5% | $11,429-69.8% |