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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 | $253,675 | $71,872+253.0% | $86,691+192.6% | $68,495+270.4% |
| Participation rate | 43.9% | 72.2%-28.3pp | 76.6%-32.7pp | 67.9%-24.0pp |
| Annual return | -16.96% | 3.53%-20.5pp | 35.94%-52.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $983 | $2,173-54.8% | $2,837-65.3% | $2,596-62.1% |
| Participant deferral / active EE | $3,119 | $3,779-17.5% | $4,656-33.0% | $4,028-22.6% |
| Admin fee / account holder | $3,777 | $6,112-38.2% | $7,492-49.6% | $5,403-30.1% |