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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 | $283,382 | $107,809+162.9% | $90,657+212.6% | $135,380+109.3% |
| Participation rate | 35.3% | 78.0%-42.7pp | 74.0%-38.7pp | 82.6%-47.3pp |
| Annual return | -5.85% | -0.90%-4.9pp | 1.89%-7.7pp | 519.81%-525.7pp |
| Employer contribution / active EE | $2,155 | $3,018-28.6% | $2,532-14.9% | $4,779-54.9% |
| Participant deferral / active EE | $5,432 | $3,872+40.3% | $3,424+58.6% | $5,609-3.2% |
| Admin fee / account holder | $2,376 | $5,931-59.9% | $4,994-52.4% | $10,828-78.1% |