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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 | $290,181 | $100,792+187.9% | $86,691+234.7% | $134,509+115.7% |
| Participation rate | 25.0% | 78.9%-53.9pp | 76.6%-51.6pp | 81.2%-56.2pp |
| Annual return | -13.09% | 29.08%-42.2pp | 35.94%-49.0pp | 418.13%-431.2pp |
| Employer contribution / active EE | $1,406 | $3,491-59.7% | $2,837-50.4% | $4,741-70.3% |
| Participant deferral / active EE | $3,759 | $5,339-29.6% | $4,656-19.3% | $6,400-41.3% |
| Admin fee / account holder | $3,500 | $10,924-68.0% | $7,492-53.3% | $11,427-69.4% |