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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 | $296,726 | $91,536+224.2% | $130,062+128.1% | $75,177+294.7% |
| Participation rate | 62.5% | 71.5%-9.0pp | 78.5%-16.0pp | 67.2%-4.7pp |
| Annual return | 16.56% | -631.62%+648.2pp | -137.37%+153.9pp | 160.75%-144.2pp |
| Employer contribution / active EE | $1,375 | $2,845-51.7% | $4,322-68.2% | $2,671-48.5% |
| Participant deferral / active EE | $6,471 | $4,343+49.0% | $5,821+11.2% | $4,126+56.8% |
| Admin fee / account holder | $3,073 | $6,780-54.7% | $10,601-71.0% | $5,651-45.6% |