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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 | $304,457 | $95,895+217.5% | $79,576+282.6% | $134,509+126.3% |
| Participation rate | 52.9% | 75.0%-22.1pp | 69.5%-16.5pp | 81.2%-28.3pp |
| Annual return | -19.89% | -2.72%-17.2pp | 0.15%-20.0pp | 418.13%-438.0pp |
| Employer contribution / active EE | $2,285 | $3,128-26.9% | $2,413-5.3% | $4,741-51.8% |
| Participant deferral / active EE | $7,853 | $4,693+67.3% | $3,985+97.1% | $6,400+22.7% |
| Admin fee / account holder | $4,652 | $9,129-49.0% | $6,834-31.9% | $11,427-59.3% |