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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 | $293,938 | $54,380+440.5% | $68,509+329.1% | $59,633+392.9% |
| Participation rate | 37.2% | 70.2%-33.0pp | 74.7%-37.5pp | 68.7%-31.5pp |
| Annual return | -1.67% | 2.83%-4.5pp | 8.27%-9.9pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $3,571 | $1,539+132.1% | $2,278+56.8% | $2,203+62.1% |
| Participant deferral / active EE | $6,055 | $2,643+129.1% | $3,382+79.0% | $3,192+89.7% |
| Admin fee / account holder | $31,220 | $3,885+703.5% | $5,275+491.9% | $4,297+626.6% |