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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 | $363,872 | $49,177+639.9% | $79,466+357.9% | $64,173+467.0% |
| Participation rate | 57.7% | 65.0%-7.3pp | 73.3%-15.7pp | 69.6%-11.9pp |
| Annual return | -7.96% | -1.16%-6.8pp | 718.28%-726.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $3,846 | $2,076+85.2% | $2,800+37.4% | $2,381+61.5% |
| Participant deferral / active EE | $2,250 | $2,821-20.2% | $3,704-39.2% | $3,470-35.1% |
| Admin fee / account holder | $9,375 | $3,839+144.2% | $5,104+83.7% | $4,887+91.8% |