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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 | $256,362 | $127,387+101.2% | $115,038+122.9% | $125,389+104.5% |
| Participation rate | 33.3% | 84.2%-50.8pp | 81.4%-48.0pp | 83.2%-49.9pp |
| Annual return | -2.28% | 31.28%-33.6pp | 26.14%-28.4pp | 282.24%-284.5pp |
| Employer contribution / active EE | $1,969 | $5,166-61.9% | $4,608-57.3% | $4,866-59.5% |
| Participant deferral / active EE | $4,769 | $6,423-25.7% | $6,026-20.9% | $5,352-10.9% |
| Admin fee / account holder | $1,769 | $9,516-81.4% | $8,175-78.4% | $9,541-81.5% |