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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 | $329,507 | $175,646+87.6% | $129,118+155.2% | $134,532+144.9% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.2%-27.2pp | 81.2%-31.2pp |
| Annual return | -10.97% | -11.39%+0.4pp | -10.94%0pp | 418.27%-429.2pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,051-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,768 | $7,970-2.5% | $6,539+18.8% | $6,401+21.3% |
| Admin fee / account holder | $22,357 | $23,578-5.2% | $14,305+56.3% | $11,429+95.6% |