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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 | $323,874 | $95,188+240.2% | $76,518+323.3% | $135,379+139.2% |
| Participation rate | 16.7% | 74.4%-57.7pp | 68.0%-51.3pp | 82.6%-66.0pp |
| Annual return | -5.20% | 4.85%-10.0pp | -0.27%-4.9pp | 519.79%-525.0pp |
| Employer contribution / active EE | $3,396 | $3,303+2.8% | $2,647+28.3% | $4,779-28.9% |
| Participant deferral / active EE | $4,083 | $4,640-12.0% | $3,836+6.5% | $5,609-27.2% |
| Admin fee / account holder | $1,313 | $6,249-79.0% | $4,849-72.9% | $10,828-87.9% |