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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 | $375,175 | $167,362+124.2% | $143,799+160.9% | $134,532+178.9% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -16.78% | 0.47%-17.3pp | -0.04%-16.7pp | 418.27%-435.1pp |
| Employer contribution / active EE | $1,230 | $5,620-78.1% | $4,952-75.2% | $4,741-74.1% |
| Participant deferral / active EE | $7,997 | $6,447+24.0% | $5,638+41.8% | $6,401+24.9% |
| Admin fee / account holder | $4,262 | $18,094-76.4% | $14,677-71.0% | $11,429-62.7% |