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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 | $282,999 | $133,981+111.2% | $112,249+152.1% | $134,532+110.4% |
| Participation rate | 44.4% | 78.6%-34.1pp | 75.1%-30.6pp | 81.2%-36.8pp |
| Annual return | -10.34% | 47.16%-57.5pp | 27.48%-37.8pp | 418.27%-428.6pp |
| Employer contribution / active EE | $2,504 | $4,040-38.0% | $3,636-31.1% | $4,741-47.2% |
| Participant deferral / active EE | $4,434 | $5,292-16.2% | $4,729-6.2% | $6,401-30.7% |
| Admin fee / account holder | $1,816 | $7,492-75.8% | $6,412-71.7% | $11,429-84.1% |