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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 | $345,732 | $105,867+226.6% | $90,760+280.9% | $134,532+157.0% |
| Participation rate | 60.0% | 78.3%-18.3pp | 75.7%-15.7pp | 81.2%-21.2pp |
| Annual return | -14.65% | -10.99%-3.7pp | -12.16%-2.5pp | 418.27%-432.9pp |
| Employer contribution / active EE | $2,798 | $3,464-19.2% | $2,922-4.2% | $4,741-41.0% |
| Participant deferral / active EE | $2,051 | $5,217-60.7% | $4,565-55.1% | $6,401-68.0% |
| Admin fee / account holder | $31,028 | $13,936+122.6% | $8,444+267.4% | $11,429+171.5% |