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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 | $133,998+90.7% | $112,263+127.6% | $134,545+89.9% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -13.76% | 47.17%-60.9pp | 27.49%-41.3pp | 418.37%-432.1pp |
| Employer contribution / active EE | $1,658 | $4,040-59.0% | $3,636-54.4% | $4,742-65.0% |
| Participant deferral / active EE | $7,800 | $5,292+47.4% | $4,729+64.9% | $6,401+21.9% |
| Admin fee / account holder | $698 | $7,493-90.7% | $6,410-89.1% | $11,431-93.9% |