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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 | $268,760 | $127,387+111.0% | $115,038+133.6% | $125,389+114.3% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -0.16% | 31.28%-31.4pp | 26.14%-26.3pp | 282.24%-282.4pp |
| Employer contribution / active EE | $4,461 | $5,166-13.6% | $4,608-3.2% | $4,866-8.3% |
| Participant deferral / active EE | $5,575 | $6,423-13.2% | $6,026-7.5% | $5,352+4.2% |
| Admin fee / account holder | $2,548 | $9,516-73.2% | $8,175-68.8% | $9,541-73.3% |