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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 | $572,245 | $134,001+327.0% | $112,258+409.8% | $134,509+325.4% |
| Participation rate | 45.5% | 78.6%-33.1pp | 75.1%-29.6pp | 81.2%-35.8pp |
| Annual return | -0.50% | 47.15%-47.7pp | 27.47%-28.0pp | 418.13%-418.6pp |
| Employer contribution / active EE | $935 | $4,039-76.9% | $3,636-74.3% | $4,741-80.3% |
| Participant deferral / active EE | $1,543 | $5,291-70.8% | $4,728-67.4% | $6,400-75.9% |
| Admin fee / account holder | $2,274 | $7,491-69.6% | $6,411-64.5% | $11,427-80.1% |