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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 | $303,435 | $107,806+181.5% | $90,655+234.7% | $135,382+124.1% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.0%-24.0pp | 82.6%-32.6pp |
| Annual return | -8.06% | -0.90%-7.2pp | 1.89%-9.9pp | 519.77%-527.8pp |
| Employer contribution / active EE | $2,560 | $3,018-15.2% | $2,532+1.1% | $4,779-46.4% |
| Participant deferral / active EE | $9,250 | $3,872+138.9% | $3,425+170.1% | $5,609+64.9% |
| Admin fee / account holder | $3,202 | $5,931-46.0% | $4,994-35.9% | $10,829-70.4% |