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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 | $305,779 | $105,861+188.8% | $90,756+236.9% | $134,509+127.3% |
| Participation rate | 38.9% | 78.2%-39.4pp | 75.7%-36.8pp | 81.2%-42.3pp |
| Annual return | -9.90% | -10.99%+1.1pp | -12.16%+2.3pp | 418.13%-428.0pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,778 | $5,217-65.9% | $4,565-61.0% | $6,400-72.2% |
| Admin fee / account holder | $500 | $13,938-96.4% | $8,445-94.1% | $11,427-95.6% |