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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 | $272,650 | $167,353+62.9% | $143,797+89.6% | $134,545+102.6% |
| Participation rate | 28.6% | 84.8%-56.2pp | 80.3%-51.7pp | 81.2%-52.7pp |
| Annual return | -17.90% | 0.48%-18.4pp | -0.04%-17.9pp | 418.37%-436.3pp |
| Employer contribution / active EE | $1,292 | $5,620-77.0% | $4,952-73.9% | $4,742-72.7% |
| Participant deferral / active EE | $4,143 | $6,447-35.7% | $5,638-26.5% | $6,401-35.3% |
| Admin fee / account holder | $1,684 | $18,096-90.7% | $14,679-88.5% | $11,431-85.3% |