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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 | $296,882 | $72,177+311.3% | $115,038+158.1% | $59,633+397.8% |
| Participation rate | 68.0% | 72.6%-4.6pp | 81.4%-13.4pp | 68.7%-0.7pp |
| Annual return | -1.15% | 12.02%-13.2pp | 26.14%-27.3pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $7,866 | $2,841+176.8% | $4,608+70.7% | $2,203+257.1% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $27,203 | $4,927+452.1% | $8,175+232.7% | $4,297+533.1% |