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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 | $269,176 | $167,362+60.8% | $143,799+87.2% | $134,532+100.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -17.75% | 0.47%-18.2pp | -0.04%-17.7pp | 418.27%-436.0pp |
| Employer contribution / active EE | $2,827 | $5,620-49.7% | $4,952-42.9% | $4,741-40.4% |
| Participant deferral / active EE | $6,915 | $6,447+7.2% | $5,638+22.6% | $6,401+8.0% |
| Admin fee / account holder | $3,542 | $18,094-80.4% | $14,677-75.9% | $11,429-69.0% |