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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 | $343,050 | $64,307+433.5% | $57,347+498.2% | $125,393+173.6% |
| Participation rate | 33.3% | 78.6%-45.3pp | 75.1%-41.8pp | 83.2%-49.9pp |
| Annual return | -1.66% | 25.14%-26.8pp | 24.40%-26.1pp | 282.23%-283.9pp |
| Employer contribution / active EE | $5,353 | $3,193+67.7% | $2,689+99.1% | $4,866+10.0% |
| Participant deferral / active EE | $6,000 | $3,847+56.0% | $3,162+89.8% | $5,351+12.1% |
| Admin fee / account holder | $2,828 | $5,242-46.0% | $3,356-15.7% | $9,541-70.4% |