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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 | $272,221 | $134,001+103.1% | $112,258+142.5% | $134,509+102.4% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -16.49% | 47.15%-63.6pp | 27.47%-44.0pp | 418.13%-434.6pp |
| Employer contribution / active EE | $852 | $4,039-78.9% | $3,636-76.6% | $4,741-82.0% |
| Participant deferral / active EE | $9,018 | $5,291+70.4% | $4,728+90.7% | $6,400+40.9% |
| Admin fee / account holder | $2,080 | $7,491-72.2% | $6,411-67.6% | $11,427-81.8% |