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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 | $267,013 | $167,353+59.6% | $143,797+85.7% | $134,545+98.5% |
| Participation rate | 44.4% | 84.8%-40.4pp | 80.3%-35.9pp | 81.2%-36.8pp |
| Annual return | -15.90% | 0.48%-16.4pp | -0.04%-15.9pp | 418.37%-434.3pp |
| Employer contribution / active EE | $2,680 | $5,620-52.3% | $4,952-45.9% | $4,742-43.5% |
| Participant deferral / active EE | $7,096 | $6,447+10.1% | $5,638+25.9% | $6,401+10.9% |
| Admin fee / account holder | $12,466 | $18,096-31.1% | $14,679-15.1% | $11,431+9.1% |