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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 | $339,230 | $127,387+166.3% | $115,038+194.9% | $125,389+170.5% |
| Participation rate | 40.0% | 84.2%-44.2pp | 81.4%-41.4pp | 83.2%-43.2pp |
| Annual return | -1.67% | 31.28%-32.9pp | 26.14%-27.8pp | 282.24%-283.9pp |
| Employer contribution / active EE | $16,364 | $5,166+216.7% | $4,608+255.1% | $4,866+236.3% |
| Participant deferral / active EE | $5,070 | $6,423-21.1% | $6,026-15.9% | $5,352-5.3% |
| Admin fee / account holder | $5,743 | $9,516-39.7% | $8,175-29.8% | $9,541-39.8% |