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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 | $269,515 | $167,353+61.0% | $143,797+87.4% | $134,545+100.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -16.81% | 0.48%-17.3pp | -0.04%-16.8pp | 418.37%-435.2pp |
| Employer contribution / active EE | $1,948 | $5,620-65.3% | $4,952-60.7% | $4,742-58.9% |
| Participant deferral / active EE | $4,588 | $6,447-28.8% | $5,638-18.6% | $6,401-28.3% |
| Admin fee / account holder | $1,997 | $18,096-89.0% | $14,679-86.4% | $11,431-82.5% |