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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 | $259,904 | $73,019+255.9% | $90,766+186.3% | $68,490+279.5% |
| Participation rate | 57.1% | 70.8%-13.7pp | 75.7%-18.6pp | 67.9%-10.8pp |
| Annual return | -11.01% | -13.81%+2.8pp | -12.16%+1.1pp | -7.85%-3.2pp |
| Employer contribution / active EE | $2,254 | $2,193+2.8% | $2,922-22.8% | $2,597-13.2% |
| Participant deferral / active EE | $4,287 | $3,626+18.2% | $4,565-6.1% | $4,028+6.4% |
| Admin fee / account holder | $1,208 | $5,897-79.5% | $8,446-85.7% | $5,403-77.6% |