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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 | $263,072 | $82,674+218.2% | $125,381+109.8% | $68,486+284.1% |
| Participation rate | 65.8% | 75.1%-9.3pp | 82.4%-16.6pp | 67.9%-2.1pp |
| Annual return | -7.87% | -5.97%-1.9pp | 572.31%-580.2pp | -7.85%0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,028 | $6,111+47.7% | $7,448+21.2% | $4,028+124.1% |
| Admin fee / account holder | $940 | $6,277-85.0% | $10,007-90.6% | $5,404-82.6% |