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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 | $370,834 | $167,362+121.6% | $143,799+157.9% | $134,532+175.6% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -17.10% | 0.47%-17.6pp | -0.04%-17.1pp | 418.27%-435.4pp |
| Employer contribution / active EE | $1,514 | $5,620-73.1% | $4,952-69.4% | $4,741-68.1% |
| Participant deferral / active EE | $9,333 | $6,447+44.8% | $5,638+65.5% | $6,401+45.8% |
| Admin fee / account holder | $2,643 | $18,094-85.4% | $14,677-82.0% | $11,429-76.9% |