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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 | $390,456 | $167,353+133.3% | $143,797+171.5% | $134,545+190.2% |
| Participation rate | 42.9% | 84.8%-42.0pp | 80.3%-37.5pp | 81.2%-38.4pp |
| Annual return | -17.98% | 0.48%-18.5pp | -0.04%-17.9pp | 418.37%-436.4pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,388 | $6,447-31.9% | $5,638-22.2% | $6,401-31.5% |
| Admin fee / account holder | $5,181 | $18,096-71.4% | $14,679-64.7% | $11,431-54.7% |