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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 | $264,165 | $59,813+341.7% | $79,580+232.0% | $68,486+285.7% |
| Participation rate | 22.2% | 61.1%-38.8pp | 69.5%-47.3pp | 67.9%-45.7pp |
| Annual return | -15.74% | -12.30%-3.4pp | 0.15%-15.9pp | -7.85%-7.9pp |
| Employer contribution / active EE | $2,181 | $1,505+44.9% | $2,413-9.6% | $2,597-16.0% |
| Participant deferral / active EE | $3,529 | $3,024+16.7% | $3,985-11.4% | $4,028-12.4% |
| Admin fee / account holder | $1,277 | $4,835-73.6% | $6,835-81.3% | $5,404-76.4% |