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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 | $341,255 | $77,816+338.5% | $123,552+176.2% | $64,173+431.8% |
| Participation rate | 25.9% | 74.7%-48.8pp | 82.3%-56.4pp | 69.6%-43.6pp |
| Annual return | -6.41% | 12.49%-18.9pp | 119.20%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $5,937 | $3,014+97.0% | $4,628+28.3% | $2,381+149.4% |
| Participant deferral / active EE | $3,504 | $5,240-33.1% | $6,426-45.5% | $3,470+1.0% |
| Admin fee / account holder | $4,401 | $5,519-20.2% | $9,285-52.6% | $4,887-9.9% |