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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 | $95,895+172.2% | $79,576+228.0% | $134,509+94.1% |
| Participation rate | 27.3% | 75.0%-47.8pp | 69.5%-42.2pp | 81.2%-54.0pp |
| Annual return | -19.34% | -2.72%-16.6pp | 0.15%-19.5pp | 418.13%-437.5pp |
| Employer contribution / active EE | $757 | $3,128-75.8% | $2,413-68.6% | $4,741-84.0% |
| Participant deferral / active EE | $2,959 | $4,693-37.0% | $3,985-25.8% | $6,400-53.8% |
| Admin fee / account holder | $10,821 | $9,129+18.5% | $6,834+58.3% | $11,427-5.3% |