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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 | $351,991 | $117,777+198.9% | $71,778+390.4% | $134,545+161.6% |
| Participation rate | 50.0% | 68.9%-18.9pp | 62.3%-12.3pp | 81.2%-31.2pp |
| Annual return | -11.72% | 25.46%-37.2pp | 9.15%-20.9pp | 418.37%-430.1pp |
| Employer contribution / active EE | $1,573 | $2,525-37.7% | $1,704-7.7% | $4,742-66.8% |
| Participant deferral / active EE | $13,500 | $3,756+259.5% | $2,656+408.2% | $6,401+110.9% |
| Admin fee / account holder | $2,276 | $6,379-64.3% | $3,974-42.7% | $11,431-80.1% |