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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 | $296,852 | $105,861+180.4% | $90,756+227.1% | $134,509+120.7% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -2.61% | -10.99%+8.4pp | -12.16%+9.5pp | 418.13%-420.7pp |
| Employer contribution / active EE | $3,633 | $3,463+4.9% | $2,922+24.3% | $4,741-23.4% |
| Participant deferral / active EE | $6,741 | $5,217+29.2% | $4,565+47.7% | $6,400+5.3% |
| Admin fee / account holder | $2,223 | $13,938-84.1% | $8,445-73.7% | $11,427-80.5% |