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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 | $282,674 | $81,870+245.3% | $119,622+136.3% | $68,486+312.7% |
| Participation rate | 31.3% | 71.9%-40.6pp | 79.3%-48.0pp | 67.9%-36.6pp |
| Annual return | -18.40% | -23.82%+5.4pp | -14.98%-3.4pp | -7.85%-10.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,824 | $4,148-31.9% | $5,601-49.6% | $4,028-29.9% |
| Admin fee / account holder | $2,918 | $6,583-55.7% | $10,328-71.7% | $5,404-46.0% |