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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 | $276,394 | $133,998+106.3% | $112,263+146.2% | $134,545+105.4% |
| Participation rate | 53.3% | 78.6%-25.2pp | 75.1%-21.7pp | 81.2%-27.9pp |
| Annual return | -19.10% | 47.17%-66.3pp | 27.49%-46.6pp | 418.37%-437.5pp |
| Employer contribution / active EE | $2,094 | $4,040-48.2% | $3,636-42.4% | $4,742-55.8% |
| Participant deferral / active EE | $5,366 | $5,292+1.4% | $4,729+13.5% | $6,401-16.2% |
| Admin fee / account holder | $958 | $7,493-87.2% | $6,410-85.1% | $11,431-91.6% |