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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 | $296,663 | $100,811+194.3% | $86,698+242.2% | $134,545+120.5% |
| Participation rate | 69.6% | 79.0%-9.4pp | 76.6%-7.0pp | 81.2%-11.7pp |
| Annual return | -17.03% | 29.11%-46.1pp | 35.96%-53.0pp | 418.37%-435.4pp |
| Employer contribution / active EE | $1,359 | $3,490-61.1% | $2,837-52.1% | $4,742-71.3% |
| Participant deferral / active EE | $4,510 | $5,339-15.5% | $4,656-3.1% | $6,401-29.5% |
| Admin fee / account holder | $5,717 | $10,926-47.7% | $7,492-23.7% | $11,431-50.0% |