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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 | $287,898 | $167,353+72.0% | $143,797+100.2% | $134,545+114.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -17.33% | 0.48%-17.8pp | -0.04%-17.3pp | 418.37%-435.7pp |
| Employer contribution / active EE | $1,994 | $5,620-64.5% | $4,952-59.7% | $4,742-57.9% |
| Participant deferral / active EE | $7,425 | $6,447+15.2% | $5,638+31.7% | $6,401+16.0% |
| Admin fee / account holder | $1,475 | $18,096-91.9% | $14,679-90.0% | $11,431-87.1% |