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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 | $275,135 | $82,314+234.2% | $68,808+299.9% | $134,532+104.5% |
| Participation rate | 30.8% | 75.1%-44.3pp | 69.0%-38.2pp | 81.2%-50.5pp |
| Annual return | -15.54% | -2.18%-13.4pp | -6.37%-9.2pp | 418.27%-433.8pp |
| Employer contribution / active EE | $938 | $3,301-71.6% | $2,656-64.7% | $4,741-80.2% |
| Participant deferral / active EE | $4,407 | $4,740-7.0% | $3,942+11.8% | $6,401-31.2% |
| Admin fee / account holder | $2,103 | $6,484-67.6% | $4,936-57.4% | $11,429-81.6% |