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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 | $263,814 | $167,353+57.6% | $143,797+83.5% | $134,545+96.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -15.47% | 0.48%-15.9pp | -0.04%-15.4pp | 418.37%-433.8pp |
| Employer contribution / active EE | $1,783 | $5,620-68.3% | $4,952-64.0% | $4,742-62.4% |
| Participant deferral / active EE | $11,666 | $6,447+80.9% | $5,638+106.9% | $6,401+82.2% |
| Admin fee / account holder | $12,351 | $18,096-31.7% | $14,679-15.9% | $11,431+8.1% |