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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 | $260,694 | $167,362+55.8% | $143,799+81.3% | $134,532+93.8% |
| Participation rate | 43.8% | 84.8%-41.1pp | 80.3%-36.6pp | 81.2%-37.5pp |
| Annual return | -19.06% | 0.47%-19.5pp | -0.04%-19.0pp | 418.27%-437.3pp |
| Employer contribution / active EE | $2,649 | $5,620-52.9% | $4,952-46.5% | $4,741-44.1% |
| Participant deferral / active EE | $6,478 | $6,447+0.5% | $5,638+14.9% | $6,401+1.2% |
| Admin fee / account holder | $3,467 | $18,094-80.8% | $14,677-76.4% | $11,429-69.7% |