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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 | $255,478 | $134,001+90.7% | $112,258+127.6% | $134,509+89.9% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -13.76% | 47.15%-60.9pp | 27.47%-41.2pp | 418.13%-431.9pp |
| Employer contribution / active EE | $1,658 | $4,039-59.0% | $3,636-54.4% | $4,741-65.0% |
| Participant deferral / active EE | $7,800 | $5,291+47.4% | $4,728+65.0% | $6,400+21.9% |
| Admin fee / account holder | $698 | $7,491-90.7% | $6,411-89.1% | $11,427-93.9% |