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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 | $366,553 | $167,362+119.0% | $143,799+154.9% | $134,532+172.5% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -16.17% | 0.47%-16.6pp | -0.04%-16.1pp | 418.27%-434.4pp |
| Employer contribution / active EE | $7,726 | $5,620+37.5% | $4,952+56.0% | $4,741+63.0% |
| Participant deferral / active EE | $7,784 | $6,447+20.7% | $5,638+38.0% | $6,401+21.6% |
| Admin fee / account holder | $5,941 | $18,094-67.2% | $14,677-59.5% | $11,429-48.0% |