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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 | $133,981+327.1% | $112,249+409.8% | $134,532+325.4% |
| Participation rate | 45.5% | 78.6%-33.1pp | 75.1%-29.6pp | 81.2%-35.8pp |
| Annual return | -0.50% | 47.16%-47.7pp | 27.48%-28.0pp | 418.27%-418.8pp |
| Employer contribution / active EE | $935 | $4,040-76.9% | $3,636-74.3% | $4,741-80.3% |
| Participant deferral / active EE | $1,543 | $5,292-70.8% | $4,729-67.4% | $6,401-75.9% |
| Admin fee / account holder | $2,274 | $7,492-69.6% | $6,412-64.5% | $11,429-80.1% |