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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 | $291,559 | $82,630+252.9% | $64,105+354.8% | $125,389+132.5% |
| Participation rate | 55.6% | 75.9%-20.3pp | 68.2%-12.6pp | 83.2%-27.6pp |
| Annual return | -1.31% | 1489.72%-1491.0pp | 791.24%-792.5pp | 282.24%-283.5pp |
| Employer contribution / active EE | $1,643 | $2,671-38.5% | $1,820-9.7% | $4,866-66.2% |
| Participant deferral / active EE | $5,669 | $3,608+57.1% | $2,822+100.9% | $5,352+5.9% |
| Admin fee / account holder | $1,590 | $6,382-75.1% | $4,499-64.7% | $9,541-83.3% |