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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 | $253,656 | $167,352+51.6% | $143,788+76.4% | $134,509+88.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -19.76% | 0.47%-20.2pp | -0.03%-19.7pp | 418.13%-437.9pp |
| Employer contribution / active EE | $16,640 | $5,620+196.1% | $4,952+236.0% | $4,741+251.0% |
| Participant deferral / active EE | $6,625 | $6,447+2.8% | $5,638+17.5% | $6,400+3.5% |
| Admin fee / account holder | $3,407 | $18,091-81.2% | $14,675-76.8% | $11,427-70.2% |