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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 | $253,927 | $167,522+51.6% | $151,639+67.5% | $134,532+88.7% |
| Participation rate | 58.8% | 88.4%-29.6pp | 87.5%-28.7pp | 81.2%-22.4pp |
| Annual return | -20.45% | 7.81%-28.3pp | 3.34%-23.8pp | 418.27%-438.7pp |
| Employer contribution / active EE | $3,852 | $6,828-43.6% | $6,165-37.5% | $4,741-18.8% |
| Participant deferral / active EE | $7,265 | $8,986-19.2% | $8,363-13.1% | $6,401+13.5% |
| Admin fee / account holder | $6,125 | $13,780-55.5% | $11,613-47.3% | $11,429-46.4% |