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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 | $316,117 | $95,188+232.1% | $76,518+313.1% | $135,380+133.5% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -8.30% | 4.85%-13.1pp | -0.27%-8.0pp | 519.81%-528.1pp |
| Employer contribution / active EE | $1,553 | $3,303-53.0% | $2,647-41.3% | $4,779-67.5% |
| Participant deferral / active EE | $6,093 | $4,640+31.3% | $3,836+58.9% | $5,609+8.6% |
| Admin fee / account holder | $2,804 | $6,249-55.1% | $4,849-42.2% | $10,828-74.1% |