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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 | $291,343 | $92,219+215.9% | $76,766+279.5% | $135,382+115.2% |
| Participation rate | 60.0% | 79.8%-19.8pp | 77.0%-17.0pp | 82.6%-22.6pp |
| Annual return | -7.46% | 5.46%-12.9pp | 2.43%-9.9pp | 519.77%-527.2pp |
| Employer contribution / active EE | $1,251 | $3,216-61.1% | $2,485-49.7% | $4,779-73.8% |
| Participant deferral / active EE | $5,665 | $4,508+25.7% | $3,851+47.1% | $5,609+1.0% |
| Admin fee / account holder | $6,503 | $10,749-39.5% | $6,675-2.6% | $10,829-39.9% |