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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 | $262,577 | $61,660+325.8% | $80,022+228.1% | $64,181+309.1% |
| Participation rate | 60.7% | 71.7%-11.0pp | 75.8%-15.1pp | 69.6%-8.9pp |
| Annual return | -7.02% | -0.33%-6.7pp | 11.22%-18.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,918 | $1,810+6.0% | $2,468-22.3% | $2,381-19.4% |
| Participant deferral / active EE | $9,174 | $2,968+209.1% | $3,686+148.9% | $3,470+164.4% |
| Admin fee / account holder | $4,105 | $5,417-24.2% | $6,521-37.0% | $4,887-16.0% |