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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 | $329,947 | $167,362+97.1% | $143,799+129.5% | $134,532+145.3% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -2.07% | 0.47%-2.5pp | -0.04%-2.0pp | 418.27%-420.3pp |
| Employer contribution / active EE | $2,054 | $5,620-63.5% | $4,952-58.5% | $4,741-56.7% |
| Participant deferral / active EE | $6,240 | $6,447-3.2% | $5,638+10.7% | $6,401-2.5% |
| Admin fee / account holder | $24,525 | $18,094+35.5% | $14,677+67.1% | $11,429+114.6% |