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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 | $559,857 | $167,353+234.5% | $143,797+289.3% | $134,545+316.1% |
| Participation rate | 68.8% | 84.8%-16.1pp | 80.3%-11.6pp | 81.2%-12.5pp |
| Annual return | -6.97% | 0.48%-7.4pp | -0.04%-6.9pp | 418.37%-425.3pp |
| Employer contribution / active EE | $2,181 | $5,620-61.2% | $4,952-56.0% | $4,742-54.0% |
| Participant deferral / active EE | $2,181 | $6,447-66.2% | $5,638-61.3% | $6,401-65.9% |
| Admin fee / account holder | $2,894 | $18,096-84.0% | $14,679-80.3% | $11,431-74.7% |