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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 | $354,873 | $64,719+448.3% | $112,249+216.1% | $68,486+418.2% |
| Participation rate | 53.3% | 67.2%-13.8pp | 75.1%-21.7pp | 67.9%-14.6pp |
| Annual return | -17.86% | -11.40%-6.5pp | 27.48%-45.3pp | -7.85%-10.0pp |
| Employer contribution / active EE | $2,096 | $2,747-23.7% | $3,636-42.4% | $2,597-19.3% |
| Participant deferral / active EE | $5,239 | $3,565+46.9% | $4,729+10.8% | $4,028+30.1% |
| Admin fee / account holder | $1,641 | $5,232-68.6% | $6,412-74.4% | $5,404-69.6% |