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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 | $289,505 | $167,353+73.0% | $143,797+101.3% | $134,545+115.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -17.35% | 0.48%-17.8pp | -0.04%-17.3pp | 418.37%-435.7pp |
| Employer contribution / active EE | $4,882 | $5,620-13.1% | $4,952-1.4% | $4,742+3.0% |
| Participant deferral / active EE | $2,855 | $6,447-55.7% | $5,638-49.4% | $6,401-55.4% |
| Admin fee / account holder | $3,492 | $18,096-80.7% | $14,679-76.2% | $11,431-69.5% |