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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 | $255,713 | $95,975+166.4% | $74,549+243.0% | $135,379+88.9% |
| Participation rate | 16.7% | 75.7%-59.0pp | 69.1%-52.5pp | 82.6%-66.0pp |
| Annual return | -8.56% | 56.96%-65.5pp | 32.53%-41.1pp | 519.79%-528.3pp |
| Employer contribution / active EE | $464 | $2,716-82.9% | $1,961-76.3% | $4,779-90.3% |
| Participant deferral / active EE | $4,083 | $3,844+6.2% | $3,108+31.4% | $5,609-27.2% |
| Admin fee / account holder | $1,949 | $6,522-70.1% | $5,059-61.5% | $10,828-82.0% |