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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 | $274,840 | $64,719+324.7% | $112,249+144.8% | $68,486+301.3% |
| Participation rate | 48.9% | 67.2%-18.2pp | 75.1%-26.1pp | 67.9%-19.0pp |
| Annual return | -11.70% | -11.40%-0.3pp | 27.48%-39.2pp | -7.85%-3.8pp |
| Employer contribution / active EE | $3,185 | $2,747+16.0% | $3,636-12.4% | $2,597+22.7% |
| Participant deferral / active EE | $9,799 | $3,565+174.9% | $4,729+107.2% | $4,028+143.3% |
| Admin fee / account holder | $14,367 | $5,232+174.6% | $6,412+124.1% | $5,404+165.9% |