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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 | $313,316 | $131,835+137.7% | $108,582+188.6% | $273,972+14.4% |
| Participation rate | 35.7% | 83.5%-47.7pp | 79.6%-43.9pp | 83.0%-47.3pp |
| Annual return | 5.94% | -91.57%+97.5pp | -51.70%+57.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $891 | $4,913-81.9% | $3,758-76.3% | $4,869-81.7% |
| Participant deferral / active EE | $3,246 | $5,127-36.7% | $4,311-24.7% | $5,287-38.6% |
| Admin fee / account holder | $998 | $10,253-90.3% | $7,645-87.0% | $10,133-90.2% |