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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 | $304,728 | $142,392+114.0% | $119,622+154.7% | $134,532+126.5% |
| Participation rate | 37.5% | 82.8%-45.3pp | 79.3%-41.8pp | 81.2%-43.7pp |
| Annual return | -19.40% | -12.46%-6.9pp | -14.98%-4.4pp | 418.27%-437.7pp |
| Employer contribution / active EE | $1,284 | $5,224-75.4% | $4,232-69.7% | $4,741-72.9% |
| Participant deferral / active EE | $5,512 | $6,467-14.8% | $5,601-1.6% | $6,401-13.9% |
| Admin fee / account holder | $3,042 | $13,593-77.6% | $10,328-70.5% | $11,429-73.4% |