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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 | $255,392 | $133,981+90.6% | $112,249+127.5% | $134,532+89.8% |
| Participation rate | 63.2% | 78.6%-15.4pp | 75.1%-11.9pp | 81.2%-18.1pp |
| Annual return | -15.15% | 47.16%-62.3pp | 27.48%-42.6pp | 418.27%-433.4pp |
| Employer contribution / active EE | $1,557 | $4,040-61.5% | $3,636-57.2% | $4,741-67.2% |
| Participant deferral / active EE | $4,903 | $5,292-7.3% | $4,729+3.7% | $6,401-23.4% |
| Admin fee / account holder | $2,042 | $7,492-72.7% | $6,412-68.2% | $11,429-82.1% |