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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 | $261,030 | $95,917+172.1% | $79,583+228.0% | $134,545+94.0% |
| Participation rate | 27.3% | 75.0%-47.8pp | 69.5%-42.2pp | 81.2%-54.0pp |
| Annual return | -19.34% | -2.70%-16.6pp | 0.16%-19.5pp | 418.37%-437.7pp |
| Employer contribution / active EE | $757 | $3,129-75.8% | $2,414-68.6% | $4,742-84.0% |
| Participant deferral / active EE | $2,959 | $4,694-37.0% | $3,986-25.8% | $6,401-53.8% |
| Admin fee / account holder | $10,821 | $9,132+18.5% | $6,835+58.3% | $11,431-5.3% |