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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 | $303,691 | $167,362+81.5% | $143,799+111.2% | $134,532+125.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -14.72% | 0.47%-15.2pp | -0.04%-14.7pp | 418.27%-433.0pp |
| Employer contribution / active EE | $14,728 | $5,620+162.0% | $4,952+197.4% | $4,741+210.7% |
| Participant deferral / active EE | $7,935 | $6,447+23.1% | $5,638+40.7% | $6,401+24.0% |
| Admin fee / account holder | $1,810 | $18,094-90.0% | $14,677-87.7% | $11,429-84.2% |