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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 | $264,342 | $134,001+97.3% | $112,258+135.5% | $134,509+96.5% |
| Participation rate | 42.9% | 78.6%-35.7pp | 75.1%-32.2pp | 81.2%-38.4pp |
| Annual return | -18.31% | 47.15%-65.5pp | 27.47%-45.8pp | 418.13%-436.4pp |
| Employer contribution / active EE | $2,995 | $4,039-25.9% | $3,636-17.6% | $4,741-36.8% |
| Participant deferral / active EE | $8,446 | $5,291+59.6% | $4,728+78.6% | $6,400+32.0% |
| Admin fee / account holder | $4,926 | $7,491-34.2% | $6,411-23.2% | $11,427-56.9% |