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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 | $380,537 | $92,219+312.6% | $76,766+395.7% | $135,382+181.1% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -6.44% | 5.46%-11.9pp | 2.43%-8.9pp | 519.77%-526.2pp |
| Employer contribution / active EE | $1,467 | $3,216-54.4% | $2,485-41.0% | $4,779-69.3% |
| Participant deferral / active EE | $5,830 | $4,508+29.3% | $3,851+51.4% | $5,609+3.9% |
| Admin fee / account holder | $532 | $10,749-95.1% | $6,675-92.0% | $10,829-95.1% |