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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 | $303,834 | $100,805+201.4% | $86,698+250.4% | $134,532+125.8% |
| Participation rate | 63.2% | 79.0%-15.8pp | 76.6%-13.4pp | 81.2%-18.1pp |
| Annual return | -19.20% | 29.09%-48.3pp | 35.95%-55.2pp | 418.27%-437.5pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,612 | $5,339+5.1% | $4,656+20.5% | $6,401-12.3% |
| Admin fee / account holder | $8,185 | $10,925-25.1% | $7,493+9.2% | $11,429-28.4% |